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Louis Diamond, of Diamond Consultants, guides advisors through major career transitions like launching RIA firms, scaling independent businesses, and succession planning. He joins Dimensional's Catherine Williams to discuss how advisors can prepare for movement across the industry, best practices for building a successful advisory firm, and what strategic moves they should consider today.
By Dimensional Fund Advisors4.7
2222 ratings
Louis Diamond, of Diamond Consultants, guides advisors through major career transitions like launching RIA firms, scaling independent businesses, and succession planning. He joins Dimensional's Catherine Williams to discuss how advisors can prepare for movement across the industry, best practices for building a successful advisory firm, and what strategic moves they should consider today.

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