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Transitions: What Advisors Should Know about Changing Firms, Going Independent, and Planning for Succession
Manage episode 349954081 series 3324283
Kandungan disediakan oleh Dimensional Fund Advisors. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dimensional Fund Advisors atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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.
45 episod
Kongsi
