The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services

March 28, 2024

In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items to help advisors get started on a new path to thinking about delivering exactly what clients want.