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Transitions: What Advisors Should Know about Changing Firms, Going Independent, and Planning for Succession
Manage episode 349954081 series 3324283
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Louis Diamond, of Diamond Consultants, guides advisors through major career transitions like launching RIA firms, scaling independent businesses, and succession planning. He joins Dimensional’s Catherine Williams to discuss how advisors can prepare for movement across the industry, best practices for building a successful advisory firm, and what strategic moves they should consider today.
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