#4613
Mentioned in 17 episodes
Should I Stay or Should I Go?
Book • 2023
Mentioned by
Mentioned in 17 episodes
Mentioned as a new book that serves as a self-guided journey for financial advisors.
25 snips
Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
Conseillé par Jean-François Brandstein pour comprendre les complexités de l'euthanasie, en explorant le choix du suicide d'un couple.
24 snips
Le wokisme est-il une nouvelle religion? Entretien avec le philosophe Jean-François Braunstein, professeur émérite à la Sorbonne
Mentioned by Mindy Diamond as a self-guided journey for financial advisors considering change or not.
23 snips
If You Build It, Will They Buy It? A Special Industry Update on M&A
Mentioned as a self-guided journey through key steps for advisors considering a change.
21 snips
From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
Mentioned as a new book that serves as a self-guided journey for financial advisors.
19 snips
Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”
Mentioned as a self-guided journey through key steps for advisors considering change.
19 snips
The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update
New book that serves as a self-guided journey, walking you through the key steps that Diamond Consultants takes with their advisor clients.
18 snips
The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
Mentioned as a new book that serves as a self-guided journey, walking advisors through key steps.
13 snips
Who’s in Control: The Advisor or The Firm? A Special Industry Update
Serves as a self-guided journey, walking you through the key steps that Diamond Consultants takes with their advisor clients.
13 snips
The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution
Mentioned by Mindy Diamond as a self-guided journey for financial advisors to evaluate their business and career options.
LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry
Mentioned by Louis Diamond as a self-guided journey for financial advisors considering a career change or not.
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
Recommended by 
Ben Shapiro as a creative and interesting book exploring themes of secular modernism and aging.
Ben Shapiro as a creative and interesting book exploring themes of secular modernism and aging.
Ep. 1806 - Is War With China Coming?
Mentioned by Mindy Diamond as a self-guided journey for financial advisors considering a career change or not.
Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency
Recommended by Seth Barron , the book explores a middle-aged couple's suicide pact and its many outcomes.
Bunker Busted
Mentioned by Dr. 
Ramani as a book written to help people decide whether to stay or leave a relationship.
Ramani as a book written to help people decide whether to stay or leave a relationship.
How to Protect Yourself From a Narcissist: The 4 Boundaries Every Woman Needs | Dr. Ramani (Fan Fav)
