April 1, 2021
6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”
The Diamond Podcast for Financial AdvisorsAbout this episode
While comfortable at UBS a decade ago, Ahmie Baum started to see things a bit differently when his son Brian joined the business. It was an awakening that made this wirehouse veteran reevaluate everything, and propelled his leap to independence.