Jason Diamond

Financial advisor recruiter and consultant at Diamond Consultants. Co-host of The Diamond Podcast for Financial Advisors.

Best podcasts with Jason Diamond

Ranked by the Snipd community

May 1, 2025 • 44min

If You Build It, Will They Buy It? A Special Industry Update on M&A

In this engaging discussion, Jason Diamond, Partner at Diamond Consultants, delves into the vibrant landscape of mergers and acquisitions in the wealth management sector. He shares valuable insights on how financial advisors can maximize their enterprise value when considering independence. Topics include the balance between remaining in established firms versus branching out, the influence of private equity on RIAs, and the critical factors that enhance business appeal to potential buyers. A must-listen for advisors contemplating their future!

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

App store banner

Play store banner