EPISODE · Jun 5, 2025 · 37 MIN
From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker dealer umbrella.
Embed this episode
Ready to play
From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
0:00
37:04
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of The Diamond Podcast for Financial Advisors?
This episode is 37 minutes long.
When was this The Diamond Podcast for Financial Advisors episode published?
This episode was published on June 5, 2025.
Can I download this The Diamond Podcast for Financial Advisors episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!