The Diamond Podcast for Financial Advisors: $6B+ Former UBS Team Finds Freedom to Focus on Clients

Published on January 16, 2025

Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4 billion in AUM to independence and building the business to $6 billion, including the motivations to make a change at this stage of his career and how they achieved such growth in a short time.

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