The Diamond Podcast for Financial Advisors
Bourbon, Real Estate, and Golf Courses: How Innovations in Investments, Training, and Client Service Built a $9.4B Business
February 01, 2024
Gary Furukawa and Erik Morgan of Freestone Capital share how their success is driven by creating unique solutions for clients, training their team, and managing investments.
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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