A special mid-year update with Jason and Louis Diamond on deals, transitions, and recruiting trends shaping 2025—and what advisors can expect in the months ahead.

2025 Mid-Year Report on Deals, Transitions, and Recruiting A Special Industry Update

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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2025 Mid-Year Report on Deals, Transitions, and Recruiting A Special Industry Update

2025 Mid-Year Report on Deals, Transitions, and Recruiting A Special Industry Update

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