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Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise

The Diamond Podcast for Financial Advisors

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Transitioning to Independence in Financial Advisory

This chapter chronicles the journey of establishing a flexible advisory model after leaving a major financial institution. It underscores the challenges faced in client services, including limitations in bill payment and investment management, that prompted a transition to a registered investment advisory firm. The speaker emphasizes the importance of tailoring solutions to meet the evolving needs of ultra-affluent clients and the quest for enhanced product access and technology.

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