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

Episode notes

With Brett Oley and Ryan Kinser, Co-Founders and Managing Partners - Oley Kinser Concierge Wealth Overview 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. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… Occasionally, we have the opportunity to revisit a story that perfectly captures what’s achievable in this industry when you take a leap - and back it up with grit, vision, and client-first conviction. Brett Oley first appeared on this podcast back in 2018, shortly after launching his independent business through Raymond James with $125 million in assets under management.

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