The Diamond Podcast for Financial Advisors

Succession and Liquidity: Key Considerations and Options for Founders and Next Gens


Listen Later

Succession and monetization are hot topics for advisors in every model. LPL Financial’s Liquidity and Succession program representatives discuss what advisors, independent business owners, and next gens need to consider as they grow their businesses and explore long-term and short-term options, plus best practices to prepare for a transition and maximize business value.
...more
View all episodesView all episodes
Download on the App Store

The Diamond Podcast for Financial AdvisorsBy Mindy Diamond Financial Advisor Recruiter and Consultant

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

96 ratings


More shows like The Diamond Podcast for Financial Advisors

View all
Masters in Business by Bloomberg

Masters in Business

2,181 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

194 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

278 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,024 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

462 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,118 Listeners

The Long View by Morningstar

The Long View

924 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

Advisor Talk with Frank LaRosa by Elite Consulting Partners

Advisor Talk with Frank LaRosa

90 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,570 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

Ask The Compound by The Compound

Ask The Compound

323 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

135 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

48 Listeners

The Real Eisman Playbook by Steve Eisman

The Real Eisman Playbook

168 Listeners