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The Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great

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Conteúdo fornecido por Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

An Annual Digest for Financial Advisors – 2024 Edition, with Louis Diamond

Overview

A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more.

Listen in…

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

About this episode…

When we started this series back in 2017, we had no idea how many meaningful conversations we would have with top financial advisors, C-suite executives, entrepreneurs, and thought leaders.

It’s gratifying when listeners share how a guest inspired them, or they learned something new, or how the conversations provided just the information they needed to help them create their best business life.

And that’s why we compile this annual recap episode: It offers listeners a digest of some of the best advice from our 2024 season guests.

In combing through 48 episodes, we extracted the most compelling themes and relatable guidance from your peers—and what we found in our conversations was amazing.

Many of the most successful advisors, business owners, leaders, and entrepreneurs share a common thread: They each place incredible value on their “why”—their personal motivations that serve as the foundation for their success and how the client is often at the heart of it.

The result is a compendium of advice on what it really takes to get from here to there—and ultimately take your practice from good to great!

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Featured in this episode…

Also available on your favorite podcast app and other media sites

WealthManagement.com Feedspot Top 35 Podcasts for Financial Advisors

Browse other episodes in this podcast series…

  continue reading

295 episódios

Artwork
iconCompartilhar
 
Manage episode 460186590 series 2321042
Conteúdo fornecido por Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

An Annual Digest for Financial Advisors – 2024 Edition, with Louis Diamond

Overview

A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more.

Listen in…

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

About this episode…

When we started this series back in 2017, we had no idea how many meaningful conversations we would have with top financial advisors, C-suite executives, entrepreneurs, and thought leaders.

It’s gratifying when listeners share how a guest inspired them, or they learned something new, or how the conversations provided just the information they needed to help them create their best business life.

And that’s why we compile this annual recap episode: It offers listeners a digest of some of the best advice from our 2024 season guests.

In combing through 48 episodes, we extracted the most compelling themes and relatable guidance from your peers—and what we found in our conversations was amazing.

Many of the most successful advisors, business owners, leaders, and entrepreneurs share a common thread: They each place incredible value on their “why”—their personal motivations that serve as the foundation for their success and how the client is often at the heart of it.

The result is a compendium of advice on what it really takes to get from here to there—and ultimately take your practice from good to great!

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Featured in this episode…

Also available on your favorite podcast app and other media sites

WealthManagement.com Feedspot Top 35 Podcasts for Financial Advisors

Browse other episodes in this podcast series…

  continue reading

295 episódios

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