The Diamond Podcast for Financial Advisors
The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
7 Things Advisors Need to Know About Succession Planning
25 minutes Posted May 16, 2019 at 7:20 am.
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Show notes
Louis Diamond takes over the mic to share actionable advice on succession planning for all advisors no matter your age, stage of your career, or whether you’re seated at a wirehouse or are an independent business owner.