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The Big Picture is a business podcast that is on a mission to shift the mentality that Filipinos are not business-oriented. If you are someone who wants to start a business, already on your way, or has a business already that wants to scale, this podcast is for you. We interview Filipino entrepreneurs from all walks of life, learning their stories, and how they've made it happen. It's time to SEE, THINK, and ACT Big mga pinoys! See you on the show!
Controlling My Destiny: Insights from a $300M UBS Breakaway
Manage episode 263661429 series 2321042
By Mindy Diamond - Financial Advisor Recruiter and Consultant and Mindy Diamond - Financial Advisor Recruiter. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Former UBS advisor Lori Siegel CFP of Centrix Wealth Partners talks about her first year of independence, forming Centrix Wealth Partners with Raymond James Financial Services, and how the ability to control their own destiny was a powerful driver.
111 episodes
