The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between - Part 2

Episode notes

A Special Industry Update, With Jason Diamond and Mindy Diamond Overview Jason and Mindy Diamond revisit the transition playbook, this time focused on how advisor priorities are shifting. From AI and enterprise value to stability and flexibility, they unpack what’s changing in due diligence and what it means for advisors evaluating their next move. 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. Watch… About this episode… There’s been a noticeable shift in how advisors approach decisions about their business. Not necessarily in whether they’re exploring change, but in what they focus on when they do. A previous conversation, called The Advisor Transition Playbook , covered the mechanics of a move: how due diligence works, what a transition actually entails, and how to think through the process. What’s become more apparent since then is that the inputs to that process are evolving.

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