The Diamond Podcast for Financial Advisors
Expert Advice for Non-Protocol Moves: What Advisors at Ed Jones and Other Firms Need to Know
June 30, 2022
While advisors successfully transition out of non-Protocol firms each and every day, doing so comes with added risks. Attorney David Gehn, whose expertise is in representing advisors in transition, shares advice with Jason Diamond.
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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