EPISODE · Apr 1, 2021 · 54 MIN
6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
While comfortable at UBS a decade ago, Ahmie Baum started to see things a bit differently when his son Brian joined the business. It was an awakening that made this wirehouse veteran reevaluate everything, and propelled his leap to independence.
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6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”
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