SOBRE ESTE EPISÓDIO
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.
Inglês
Estados Unidos da América
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PESQUISAR EPISÓDIOS PASSADOS
Pesquisar episódios anteriores de The Diamond Podcast for Financial Advisors.
OUTROS EPISÓDIOS NESTE PODCAST
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…
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.
Most firms are adding AI to existing workflows. Ryan Belanger believes the bigger opportunity is building an advisory firm around it. He explains why Claro Advisors acquired a fintech company, how AI is changing advisor productivity, and what it takes to build a firm designed for what’s next.
With Louis Diamond
Vanguard’s acquisition of Altruist could reshape RIA custody, bringing together Altruist’s technology with the scale, capital, and reputation of one of the industry’s best-known brands.
In Summary
Vanguard’s acquisition of Altruist brings one of the financial industry’s most …
Shannon Spotswood – CEO, RFG Advisory
Choosing a platform isn’t just about technology or economics. It’s about finding a partner that helps you build the business you actually want to own. Shannon Spotswood explains why growth without compromise starts with choosing the right partner.
In Summary
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Aviso: O podcast e a arte incorporada nesta página são de Mindy Diamond Financial Advisor Recruiter and Consultant, que é propriedade de seu proprietário e não é afiliado ou endossado por Listen Notes, Inc.
EDITAR
Obrigado por ajudar a manter a base de dados dos podcasts atualizada.
