Is Scale a Necessary Evil in Wealth Management? Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn’t always better. Read more: https://t.co/KbmzaNcxnq

Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business. Listen in here: https://t.co/YmceCZ5yZO

Advisor Transitions: Is the Risk Worth the Reward? 5 criteria for advisors to consider when weighing the risk vs. the reward in a move. Read more:

5 Steps You MUST Complete to Ensure You’ve ACTUALLY Done Your Due Diligence A strategic approach to balancing your fiduciary responsibilities with the demands of running your practice—while keeping a pulse check on opportunities for the future. Read More: https://t.co/Cd0TiYTEIH

Cary Carbonaro learned from her own experience that there was both a gap and an opportunity in attracting and retaining women clients and advisors. In this episode, Cary shares specific advice on what firms are doing wrong and how they can get it right. https://t.co/vnn4BB57u3

With advisor expectations evolving, not all “good firms” are winning the talent. @LouisDiamondDC and I share what today’s top advisors really value—and why some firms are standing out while others fall short. Listen in here: https://t.co/YlAa637FXa

When Everything Changes: The 5 Stages of Grief—Financial Advisor Edition - A guide to recognizing the emotions of the ongoing disruption in the wealth management world and using them as a catalyst for growth. Read it here:

Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners. Listen in here: https://t.co/dECyWWL9Rf

Dylan O’Shea offers a unique perspective from a growing advisor with a long runway who could have easily opted for a transition check but instead chose independence. Listen in to the full episode here:

Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, and why focused, niche businesses may be better served in the independent space. Listen in to the full episode here: https://t.co/GVpL88v7pb

Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Now, as President of Stratos Private Wealth, he shares a unique journey. Listen in here: https://t.co/cwbTwLG2Ke

Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and much more. Listen in here: https://t.co/pID7wXKgeE

Glenn Israel recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process and more. Listen in: https://t.co/Uevib7xBN6

Allan Boomer, the CIO of Momentum Advisors, shares his journey from a working-class background to an internship at Merrill and later landing at Goldman. Listen in here: https://t.co/9QTtVDqlr4

The Most Valuable Insights for Advisors extracted from 48 episodes of the 2024 season of The Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, and more. Listen in here: https://t.co/Mo4Z1GnXul

Michael Kitces shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more. Listen in here: https://t.co/PYyxg0iUIg

Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners. Listen in to learn more: https://t.co/oFyhNQzFI6

Your Broker Dealer Was Just Sold. What Should You Do? Major players are acquiring independent broker dealers with increased frequency. Advisors are left to wonder what impact it'll have on their business. Here are four actions to take to find out: https://t.co/F8I8wRlyrZ

“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business - Steven Jarvis, the founder and CEO of Retirement Tax Services talks with @LouisDiamondDC on this recent podcast episode: https://t.co/NQlRyUECzt

Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency - The industry thought leader shares insights on the factors that impact efficiency and growth, and much more. Listen in here: https://t.co/jJGDajYvk4