The Diamond Podcast for Financial Advisors A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond
May 23, 2024
Reza Zamani, CEO of SteelPeak Wealth, shares how he grew his firm from $250mm to $3B after breaking away from wirehouses. He discusses limitations of wirehouse model, the decision to go independent, and strategies for building a successful wealth management enterprise. Topics include client service, growth strategies, leveraging technology, and the importance of conviction in financial advice.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Breaking Away to Independence: The Journey of a Financial Advisor
02:20 • 10min
Building a Wealth Management Enterprise
11:53 • 8min
Innovating Wealth Management Services Through Technology and Strategic Growth
20:09 • 15min
Navigating Professional Transitions and the Significance of Conviction in Financial Advice
35:02 • 4min