Powering Independence [podcast]
Mindy Diamond Featured
By Dynasty Financial Partners
So many firms want to grow inorganically and recruit established advisors to their firms and transfer their clients across, but what does this process actually entail? Is your firm M&A ready? How do you attract these advisors? What should the negotiation look like? Is the market too frothy right now? Ed and Gordon are joined by a panel of experts who live and breathe advisor recruitment every day: Mindy Diamond, Founder and CEO of Diamond Consultants, Joe Rizzo, Director of RIA Growth Strategies at Dynasty Financial Partners, and Phil Fiore, Partner and CEO at Procyon Partners.