The Diamond Podcast for Financial Advisors
Questions Every Advisor Should Ask Before Considering a Move: A Special Industry Update
May 18, 2023
What is it that advisors need to be aware of before jumping into due diligence? In the first of a 2-part series, Mindy Diamond and Louis Diamond share advice on the threshold questions to ask yourself before taking meetings or calls.
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.
Visit Podcast Website
RSS Podcast Feed
Subscribe
Share
Add to MyCast