In this special episode celebrating the fifth anniversary of the podcast, Mindy Diamond and Louis Diamond explore the most popular themes for financial advisors and independent business owners.
Mike Durso, CEO of Shorehaven Wealth Partners, shares how bringing his diverse experience and institutional knowledge to the family business informed their decision to go independent and their vision to build a legacy.
Jeff Boudjouk shares his harrowing journey and how he and his partner Anthony Landi found a new home in independence with Kestra Private Wealth Services as Northeast Investment Group.
NCA Financial Planners' Kevin Myeroff discusses his thought process around succession and why he ultimately chose to sell his firm to Sequoia Financial.
This episode looks at the buy-side perspective of M&A, the attributes needed to become an attractive acquirer, the characteristics of prospective targets and more.
Industry legend Rudy Adolf describes how the idea of Focus Financial Partners came to be, filling a gap in how independent financial advisors accessed capital, resources and monetized their life’s work, plus the firm’s journey as a public company...
There is a “value” to the work an advisor does, regardless of whether they are an employee or independent, that needs to be a part of the conversation when considering one’s future.
