The Diamond Podcast for Financial Advisors

De: Mindy Diamond Financial Advisor Recruiter and Consultant
Escúchala gratis

  • Resumen

  • 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.
    ©2024 Diamond Consultants, Inc. All rights reserved.
    Más Menos
Economía Exito Profesional Finanzas Personales Gestión y Liderazgo Liderazgo
Más Menos
Episodios
  • Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office

    Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
    May 8 2025
    Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm.
    Más Menos
    51 m
  • If You Build It, Will They Buy It? A Special Industry Update on M&A

    If You Build It, Will They Buy It? A Special Industry Update on M&A
    May 1 2025
    A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards.
    Más Menos
    44 m
  • The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus

    The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus
    Apr 24 2025
    Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth.
    Más Menos
    54 m
adbl_web_global_use_to_activate_webcro805_stickypopup

Lo que los oyentes dicen sobre The Diamond Podcast for Financial Advisors

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles