The president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective and advice on M&A, independence, business ownership and more.
Jason Diamond provides a quick yet thorough education on the continually evolving independent space answering the questions that many advisor-clients ask during due diligence.
The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, president of Merrill Lynch Wealth Management, joins the show for a candid one-on-one interview with Mindy Diamond.
An annual digest of 2022 commentary for financial advisors and business owners on topics including achieving autonomy, considering change, serving clients’ needs, succession, next gen, growth and more.
Mindy Diamond and Louis Diamond share predictions for 2023 regarding recruiting, deals, M&A and more.