The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Industry Update: 7 Real-World Lessons We Learned on Succession Planning

January 28, 2021

The goal of succession planning is to “future-proof” the business, developing a strategic guide built upon the leader’s vision, sustainable scale and continual growth for the future of the firm. Mindy and Louis Diamond share key lessons from their succession planning journey, the art of “co-leadership,” choosing a successor, and more.