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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Andy Schwartz

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

Key insights shared by recent breakaway advisors and independent business owners curated from the 2021 season of the podcast series for financial advisors. Topics include why they chose independence, motivations to change, impact to clients and more.

From Insurance Sales to $8B RIA: A Northwestern Mutual Breakaway Story

From Insurance Sales to $8B RIA: A Northwestern Mutual Breakaway Story

Andy Schwartz went from selling insurance at Northwestern Mutual to managing $3.5B in assets and leading one of the firm’s largest groups. In 2014 they left to go independent as Bleakley Financial Group, now managing $8B in assets as a hybrid RIA.

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Recent News & Articles

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  • Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence
  • An Advisor’s Guide to Termination: A Proactive Approach to Protecting Your Life’s Work
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