“Will My Clients Follow?”— A $500mm UBS Breakaway Success Story

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Changing firms or models comes with some risk, one of the most critical being client portability. It was a risk that this 26-year UBS veteran and his $530mm team found was worth taking to better serve their clients without conflict and limitations. Guest Steven Tenney, Founding Partner and CEO, Great Diamond Partners.

Episode metadata supplied by the publisher feed · Published Apr 29, 2021

Embed this episode

Attribution link and audio player

NOW PLAYING

“Will My Clients Follow?”— A $500mm UBS Breakaway Success Story

0:00 48:22

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

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 48 minutes long.

When was this The Diamond Podcast for Financial Advisors episode published?

This episode was published on April 29, 2021.

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!