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The Annual Update on Advisor Transitions and Deals: 2024 Edition

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Manage episode 472458600 series 2321042
Content provided by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more.
  continue reading

301 episodes

Artwork
iconShare
 
Manage episode 472458600 series 2321042
Content provided by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more.
  continue reading

301 episodes

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