The Diamond Podcast for Financial Advisors
Industry Update: The 10 Characteristics of the Most Successful Teams
March 17, 2022
Mindy Diamond and Louis Diamond explore 10 of the most common practices and behaviors of elite wealth management teams based on their experiences in guiding many of the industry’s top players.
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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