January 16, 2025
Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients
The Diamond Podcast for Financial AdvisorsAbout this episode
Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4B in AUM to independence and building the business to $6B, including the motivations to make a change at this stage of his career, how they achieved such extraordinary growth in a short time, and much more.