EPISODE · Jul 15, 2021 · 44 MIN
Breaking Up: A Former $750mm UBS Advisor’s “Split” for Independence
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Ex-UBS advisor Robert Harris felt that the firm no longer allowed his team to serve their clients’ best and greater potential existed elsewhere. His partner didn’t agree. It’s a common thread amongst many partnerships who reach this crossroads.
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Breaking Up: A Former $750mm UBS Advisor’s “Split” for Independence
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