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

Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients

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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Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients

Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients

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