The Diamond Podcast for Financial Advisors
From Next Gen to CEO: Ex-Wirehouse Advisor on Taking Over the Reins of the Family Business
October 27, 2022
Mike Durso, CEO of Shorehaven Wealth Partners, discusses his leap from employee to breakaway to leader, how bringing his diverse experience and institutional knowledge to the family business informed the decision to go independent, more.
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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