The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Zero to $1B: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint

February 16, 2023

Shane Morrow discusses leaving the insurance-based independent broker dealer with a team of experienced partners and how their new firm IronBridge Wealth Counsel has thrived with SagePoint Financial, an IBD under the Advisor Group umbrella.