이 에피소드에 관해
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.
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In Summary
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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.
Growth changes the questions leaders have to answer. Matt Kilgroe explains what happens when building an independent firm gives way to building an enterprise.
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Mindy Diamond Financial Advisor Recruiter and Consultant에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
