EPISODE · Jan 28, 2021 · 33 MIN
Industry Update: 7 Real-World Lessons We Learned on Succession Planning
from The Diamond Podcast for Financial Advisors
The goal of succession planning is to “future-proof” the business, developing a strategic guide built upon the leader’s vision, sustainable scale and continual growth for the future of the firm. Mindy and Louis Diamond share key lessons from their succession planning journey, the art of “co-leadership,” choosing a successor, and more.
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Industry Update: 7 Real-World Lessons We Learned on Succession Planning
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