Transitions: What Advisors Should Know about Changing Firms, Going Independent, and Planning for Succession

Managing Your Practice

EpisodeDec 14, 202247m

Transitions: What Advisors Should Know about Changing Firms, Going Independent, and Planning for Succession

Managing Your Practice

EpisodeDec 14, 202247m

Louis Diamond, of Diamond Consultants, guides advisors through major career transitions like launching RIA firms, scaling independent businesses, and succession planning. He joins Dimensional's Catherine Williams to discuss how advisors can prepare for movement across the industry, best practices for building a successful advisory firm, and what strategic moves they should consider today.

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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide...

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