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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Rob Sechan

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.

Why a $5B UBS Breakaway Team Set Out to Build the “Boutique Firm of the Future”

Why a $5B UBS Breakaway Team Set Out to Build the “Boutique Firm of the Future”

Ex-UBS $5B advisors, Rob Sechan and Jeff Kobernick found that servicing their UHNW clients became difficult at the wirehouse and wanted more than other firms offered. So they built RIA NewEdge Wealth with EdgeCo Holdings and other UBS veterans.

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