Finding Clarity and Confidence in Advisor Transitions - NEW PODCAST Ep 58
Finding Clarity and Confidence in Advisor Transitions with Louis Diamond
Transitioning to another employee-model firm or launching an RIA firm can be daunting!
Finding the right fit, adapting to the new environment, communicating the transition to your existing clients"there's a lot to consider.
Let's break it all down with Duncan MacPherson and guest Louis Diamond, President of Diamond Consultants, a financial advisor recruiting firm. With his strategic perspective and wealth of experience guiding top teams through transitions, mergers, and acquisitions, Louis offers valuable insights and solutions to help you navigate change with clarity and confidence.
They discuss:
- Top challenges advisors face while transitioning
- Strategies to maximize your business's efficiency, profitability, and overall value
- Why transitions are a great opportunity to revitalize your value proposition
- How to effectively position your transition in front of your existing clients
- The "Shrink to Grow" approach
- And more
Stream it on:
