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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Navigating Change: From Status Quo to Strategic Growth
This chapter reflects on the transformative journey from Investment Banking Division to Registered Investment Advisor, emphasizing the need to adapt to client demands. It also teases an upcoming interview that will explore the dynamics of mergers and acquisitions in the industry.
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Transcript
