An Industry Update on Mega-Moves: How the Ever-Increasing Number of Billion-Dollar Transitions Are Rocking the Industry

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on recruiting and the industry at large? And more…

Episode metadata supplied by the publisher feed · Published Oct 5, 2023

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An Industry Update on Mega-Moves: How the Ever-Increasing Number of Billion-Dollar Transitions Are Rocking the Industry

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