Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise
The Diamond Podcast for Financial Advisors
Lessons from Building a Thriving RIA Firm
This chapter explores the key lessons from over a decade of successfully running a Registered Investment Advisor firm. It highlights the importance of proactive hiring, embracing complementary strengths within the team, and fostering collaboration for organizational advancement.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
