The Diamond Podcast for Financial Advisors
Industry Update on M&A: Meet the Investors—Why It’s Important for All Advisors to Know Who They Are
September 24, 2020
Who are the investors? How are deals structured? Why would an advisor choose to sell all or a portion of his business? What’s the downside? When to monetize? The answers to those questions and more for wirehouse and independent advisors.
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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