EPISODE · May 20, 2021 · 41 MIN
$1.2B ex-UBS Advisor on Independence and the Value of “Controlling Your Own Ship”
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
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.
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$1.2B ex-UBS Advisor on Independence and the Value of “Controlling Your Own Ship”
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