OM DENNE EPISODE
For Dennis Morton, succession isn’t a future problem, it’s a leadership obligation. Drawing on his experience as an Army platoon leader and co-founder of an independent firm, he shares how technical competence, accountability, and bold goals drive culture, next-gen leadership, and a business that can thrive beyond any one person.
Engelsk
USA
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SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af The Diamond Podcast for Financial Advisors.
ANDRE EPISODE I DENNE PODCAST
From professional golf to a nearly $5B multi-family office, Constantine Hatzivassiliou explains why the best advisors become the first call when life gets complicated.
Growth changes the questions leaders have to answer. Matt Kilgroe explains what happens when building an independent firm gives way to building an enterprise.
Patrick Larkin, Partner & Practice Leader, Cerity Partners
Three years after launching his independent RIA, Patrick Larkin merged with Cerity Partners—but not because that was the original plan. He explains how ownership changed the way he viewed enterprise value, optionality, and the future o…
Ryan Belanger — Founder & CEO, Claro Advisors
Most firms are adding AI to existing workflows. Ryan Belanger chose a different path, acquiring a fintech company and rebuilding Claro Advisors around an AI-native platform. He explains why he believes the future belongs to firms that rethink how t…
Louis Diamond and Josh Tomolak unpack today’s IBD vs. RIA decision, explaining how the models differ, where they overlap, and how advisors can evaluate which path best supports the business they want to build.
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Mindy Diamond Financial Advisor Recruiter and Consultant, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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