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The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between episode artwork

EPISODE · Oct 2, 2025 · 46 MIN

The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

A guide to advisor transitions: due diligence, culture, deals, client comms,and lessons from the $129B Merrill breakaway.

Episode metadata supplied by the publisher feed · Published Oct 2, 2025

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The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between

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