March 10, 2022
Finding Independence in a Big Firm: Top UBS Team on Their Shift to Wells Fargo Advisors
The Diamond Podcast for Financial AdvisorsAbout this episode
Vince Finney and Joe Panfil of Bibler, Finney, Panfil Private Wealth Management Group left UBS for Wells Fargo Advisors with Ryan Bibler. A departure for a show on independence, it’s a candid conversation with a young team who didn’t go independent.