The Diamond Podcast for Financial Advisors cover image

The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter

The Diamond Podcast for Financial Advisors

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Embracing AI and Reevaluating Career Paths in Financial Advisory

This chapter explores how AI is reshaping the financial advisory landscape, enabling advisors to prioritize networking and client service. The speakers also introduce a resource, 'Should I Stay or Should I Go,' to assist advisors in assessing their career trajectories and goals.

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