EPISODE · Jan 16, 2025 · 48 MIN
Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
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.
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Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients
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