January 21, 2021
From Intern to CEO: How an Accidental Entrepreneur Built a $50B+ RIA Empire
The Diamond Podcast for Financial AdvisorsAbout this episode
How did Buckingham Wealth Partners become a $50B+ mega-RIA enterprise? CEO Adam Birenbaum shares his M&A strategy, the role of an investment partner, plus advice for prospective breakaways and independent advisors, dealmaking red flags and more in this interview with Louis Diamond.