EPISODE · Sep 29, 2022 · 52 MIN
Creating a Destination for Other Advisors: How a $600mm Breakaway Team Transformed into a $2.8B Business
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Todd Resnick and his colleagues were attracted to the idea of building a “destination” for other advisors. He discusses their journey leveraging M&A, capital partners and support services to bring their shared goals to life–demonstrating how vision can drive growth and success.
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Creating a Destination for Other Advisors: How a $600mm Breakaway Team Transformed into a $2.8B Business
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