While comfortable at UBS a decade ago, Ahmie Baum started to see things a bit differently when his son Brian joined the business. It was an awakening that made this wirehouse veteran reevaluate everything, and propelled his leap to independence.

6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”

6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”

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