The Diamond Podcast for Financial Advisors

The Annual Update on Advisor Transitions and Deals: 2024 Edition

Mar 20, 2025

47:21

forum

Ask episode

view_agenda

Chapters

auto_awesome

Transcript

info_circle

Episode notes

In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more.

Home Top podcasts Popular guests