The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Financial Advisor Economics: From Transition and Beyond

September 07, 2023

In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time – thinking about the short-, mid- and long-term – whether they are in an employee or independent model?