What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
The Diamond Podcast for Financial Advisors
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Maximizing the Value of RIA Practices and Key Differentiators for Success
Exploring the challenges and key components of transitioning from wire houses to RIA practices, emphasizing the importance of valuation and collaboration. The chapter also delves into attracting wire house teams and highlights the significance of culture, partnership, and technology in distinguishing successful firms.
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