In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.

An Industry Update on Advisor Transitions and Deals: The 2023 Report

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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An Industry Update on Advisor Transitions and Deals: The 2023 Report

An Industry Update on Advisor Transitions and Deals: The 2023 Report

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