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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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Accelerating Growth through Strategic Partnerships

This chapter explores how a financial advisory firm is leveraging a partnership with Immigrant to expand its operations in the sports arts and entertainment sector. The discussion focuses on ambitious goals for growth, including plans for mergers and acquisitions, and aims to double their asset base within a year.

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