
2025 Mid-Year Report on Deals, Transitions, and Recruiting A Special Industry Update
The Diamond Podcast for Financial Advisors
00:00
Future Trends in Financial Advisory
This chapter explores upcoming trends in the financial advisory industry, focusing on the rise of retire-in deals as retention strategies and the influence of private equity on recruitment dynamics. It highlights the growing options for advisors beyond traditional firms and the competitive landscape affecting their career choices.
Play episode from 27:01
Transcript


