The Diamond Podcast for Financial Advisors From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
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Jun 5, 2025 Brett Oley and Ryan Kinser, co-founders of Oley Kinser Concierge Wealth, share a riveting tale of their leap from UBS to independence, skyrocketing their business from $125 million to $700 million in assets. They discuss the power of partnership and client-first service, along with the challenges and rewarding experiences of transitioning to independent practice. Their unique insights on strategic planning, successful acquisitions, and innovative marketing strategies highlight how a clear vision and strong relationships fuel continued growth.
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Friendship Sparks Partnership
- Brett Oley and Ryan Kinser met by chance at a hotel pool in Dubai during their MBA program abroad.
- This meeting sparked a lasting partnership rooted in friendship and shared entrepreneurial drive.
No Perfect Time to Leap
- There is no perfect asset size or time to jump to independence; vision and readiness matter most.
- Moving sooner rather than later helps avoid growing risk and limitations in your business.
Client Loyalty Trumps Firm
- The client reaction to Brett's move to independence was surprisingly positive and anticlimactic.
- Almost all clients followed him, showing strong advisor-client loyalty over firm allegiance.
