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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Centrix Wealth Partners

Ask the Breakaways: 3 Advisors Answer Your Questions About Making the Leap

Ask the Breakaways: 3 Advisors Answer Your Questions About Making the Leap

Special Episode: A panel of 3 breakaway advisors share the details of their journeys—Lori Siegel, founding partner, Centrix Wealth Partners; Michael Henley, founder & CEO, Brandywine Oak Private Wealth; and Terry Cook, CEO, Parcion Private Wealth.

Controlling My Destiny: Insights from a $300M UBS Breakaway

Controlling My Destiny: Insights from a $300M UBS Breakaway

Former UBS advisor Lori Siegel CFP of Centrix Wealth Partners talks about her first year of independence, forming Centrix Wealth Partners with Raymond James Financial Services, and how the ability to control their own destiny was a powerful driver.

Recent News & Articles

  • Industry Update: Should You Consider a Move When Markets are Turbulent?
  • Should FAs Be Tested for Cognitive Decline?
  • The Path to Independence: 6 Key Elements to Consider Before Starting Your Journey
  • Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
  • UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
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