The Diamond Podcast for Financial Advisors
Embracing the Modern Advisor: An Inside Look at Goldman Sachs Advisor Solutions
November 02, 2023
Richard Lofgren, the Managing Director of Goldman Sachs Advisor Solutions, provides inside baseball on Goldman’s custody offering, including how they differentiate from other established custodians and their ideal advisor profile.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
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