Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker dealer umbrella.

From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space

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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From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space

From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space

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