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3X Growth: How a Pivot from IBD to RIA Turned into a Nearly $4 Billion Slam-Dunk

The Diamond Podcast for Financial Advisors

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Strategic Expansion into Sports and Entertainment

This chapter explores a financial firm's strategic expansion into the sports and entertainment sector, featuring the recruitment of a celebrated former basketball player. It highlights the firm's goal to provide tailored personal services for professional athletes, emphasizing their entrepreneurial expertise and the evolving demands of high-profile clients.

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