GIỚI THIỆU VỀ TẬP NÀY
The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key elements can future-proof your business and serve as a distinct differentiator.
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TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của The Diamond Podcast for Financial Advisors.
CÁC TẬP KHÁC TRONG PODCAST NÀY
Andy Schwartz CEO, OnePoint BFG Wealth Partners | Kevin Spahn Founder, Spahn Financial (now OnePoint BFG)
Two former Northwestern Mutual advisors, two very different paths. Andy Schwartz and Kevin Spahn share what it takes to build, grow, merge, and create lasting enterprise value.
In Summ…
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 …
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…
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.
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
…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Mindy Diamond Financial Advisor Recruiter and Consultant, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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