Candid conversations with top breakaway advisors, each sharing the unique motivations which drove their leaps to independence—the risks they took and the rewards they found waiting on the other side. They’re some of the most popular episodes on the podcast series Mindy Diamond on Independence.
After building a $1B business at Morgan Stanley, Jeff Thomas found he could only pursue the vision of “doing more and better” for clients by launching an RIA firm. So he and his team left 75% of their assets behind to form Archetype Wealth Partners.
As a wirehouse advisor, Terry Cook found it became too difficult at UBS to meet the increasing demands of his high net worth clients. The only way to act as a true fiduciary meant “taking the ankle weights off” by making the leap to independence.
