The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large

July 23, 2020

3 “ex-wirehouse-turned-independent-industry-leaders” in a rare single forum: Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial. They join Mindy Diamond to share an “insider’s view” of the wirehouse world, wealth management, independence, and more.