May 20, 2021
$1.2B ex-UBS Advisor on Independence and the Value of “Controlling Your Own Ship”
The Diamond Podcast for Financial AdvisorsAbout this episode
After building a $1.2B business at UBS, Matt Kilgroe and his team found they were limited in what they could do for their clients. So in June of 2020, amidst the pandemic, they launched RIA Cyndeo Wealth Management and haven’t missed a beat.