The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between

Episode notes

A Special Industry Update, With Jason Diamond and Mindy Diamond Overview From due diligence to culture fit, client communication to deal evaluation, there’s far more to moving than meets the eye in this special Industry Update. 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… Everything about a transition can seem incredibly overwhelming. From understanding “the why’s” of a move, then conducting due diligence, and on to aligning the right models, and selecting the best firms, it might seem like a fairly linear process. And for some it can be. But for others, the layers of minutiae can be daunting.

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