Podcast Episode Details

About this episode…

Advisors considering independence often ask the same questions:
What finally pushes someone to leave a major firm?
How do you handle the fear of losing clients?
What would you do differently if you could do it again?

In this special episode (a replay of one of our most engaging webinars), Louis Diamond moderates a discussion with four advisors who’ve been there and built thriving firms after leaving Merrill, UBS, Wells Fargo, and Morgan Stanley:

Trent Leyda, SpirePoint Private Client (formerly of Morgan Stanley)

Jordan Raniszeski, Carnegie Private Wealth (formerly of Wells Fargo Advisors)

Rebecca Baker, Marble Wealth (formerly of UBS)

Jerry Davidse, Presilium Private Wealth (formerly of Merrill Lynch)

Together, they offer rare, first-hand insight into what independence really looks like beyond the headlines: the risks, rewards, surprises, and decisions that shaped their journeys.

Listeners will learn:

• What drove each advisor to leave their firm—and what ultimately tipped the scales.
• How they managed the fear of client loss—and what actually happened next.
• The biggest surprises of running their own business—and the lessons they’d share with others.
• How independence reshaped their client relationships—and their lives.
• And much more from our guest-submitted questions.

It’s an unfiltered, practical look at transition from those who’ve lived it and a powerful resource for any advisor exploring what could be next—whether currently at a wirehouse or alrea

Published on 3 weeks, 2 days ago