Next gen advisor Bryan Garris wanted what other independent advisors had: The freedom and control to serve clients as true fiduciaries. After careful due diligence and planning, he and his partners left UBS to launch RIA TriaGen Wealth Management.

Solving for Freedom, Control & Succession: How the Next Gen of a $330mm UBS Team Forged a Path to Independence

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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Solving for Freedom, Control & Succession: How the Next Gen of a $330mm UBS Team Forged a Path to Independence

Solving for Freedom, Control & Succession: How the Next Gen of a $330mm UBS Team Forged a Path to Independence

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