Balancing Scale and Service: CEO Mike Durbin on Growth and Cetera’s Future

Episode notes

With Mike Durbin, CEO of Cetera Financial Group Overview The CEO of Cetera Financial Group shares insights on independence, private equity, and balancing scale with service, plus what the future holds for advisors and firms. Watch… 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… The wealth management industry is at an inflection point - where scale, service, and strategy all collide. Drawing on 35 years of industry experience and leadership roles at Morgan Stanley, Fidelity, and now Cetera, Mike Durbin offers a unique perspective on the forces shaping the world as we know it. Since joining Cetera in 2023, Mike’s led the firm through rapid expansion - balancing the resources of a $600B+ national platform with a boutique-level advisor experience.

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