The Diamond Podcast for Financial Advisors

The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update

19 snips
Jun 26, 2025
Dive into innovative strategies that leading financial advisors use to turbocharge their growth. Discover creative team structures that promote efficiency and unique marketing ideas tailored to today's digital landscape. Explore the advantages of hiring experienced advisors without a book of business and learn how strategic partnerships with CPAs can enhance referrals. From succession planning to navigating recruitment challenges, this collection of top tactics is sure to inspire fresh ideas for any advisory firm.
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ADVICE

Multi-Generational Team Stacking

  • Build multi-generational teams with advisors spaced at roughly ten-year career intervals.
  • This strategy ensures client continuity and boosts business saleability and longevity.
ADVICE

Commit to Digital Marketing Strategy

  • Use digital marketing targeted at specific niches to acquire clients efficiently.
  • Commitment and consistency are essential; digital marketing is hard work, not a quick fix.
INSIGHT

Innovative Liquidity & Succession

  • Firms beyond wirehouses now offer creative liquidity and succession programs.
  • These programs help senior advisors monetize and transfer books more flexibly and beneficially.
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