EPISODE · Apr 30, 2026 · 49 MIN
The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between – Part 2
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
A continuation of the Advisor Transition Playbook, this episode focuses on how the inputs to due diligence are evolving and how newer factors, such as AI and enterprise value, are shaping how advisors assess firms and long-term fit today.
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The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between – Part 2
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