June 13, 2019
Freedom from the Big Brand: Unencumbered Growth for an $800mm Team
The Diamond Podcast for Financial AdvisorsAbout this episode
Morgan Stanley breakaway Steve Schwarzbach, Founder and Managing Partner of $800mm RIA Icon Wealth Partners, shares how he and his partners – free of the “big firm agenda” – regained the power to define their firm’s culture and offer best-in-class products and services.