April 29, 2021
“Will My Clients Follow?”— A $500mm UBS Breakaway Success Story
The Diamond Podcast for Financial AdvisorsAbout this episode
Changing firms or models comes with some risk, one of the most critical being client portability. It was a risk that this 26-year UBS veteran and his $530mm team found was worth taking to better serve their clients without conflict and limitations. Guest Steven Tenney, Founding Partner and CEO, Great Diamond Partners.