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What have been a few of the most impactful traits of 2023?
How did these traits affect the choices advisors made round change?
And what might be anticipated from 2024 in the case of recruiting, offers, motion, and progress?
It’s the annual episode through which we step again to overview all that was discovered from the yr handed with actionable steerage for the approaching yr so advisors can suppose and act with a longer-term perspective.
With a complete yr serving as our information, we’ll reply a few of the prime questions advisors have, together with:
- What might be discovered from the truth that there’s been an uptick within the variety of billion-dollar groups who transitioned to different corporations and fashions?
- What are the traits in transition offers and the winners and losers within the battle for prime expertise?
- How have adjustments within the business panorama impacted advisor motion?
And we dive into the traits we anticipate can have the best affect on the approaching yr, reminiscent of:
- Personal fairness’s path for wirehouse groups with their sights set on constructing impartial enterprises.
- The influencers on multi-generational groups and their function in driving motion.
- Adjustments in compensation and sundown packages.
- And way more.
We’re grateful for the chance to have shared a rare yr of training, data, and views with you. 2024 is destined to be an thrilling yr—and we’re trying ahead to offering extra impactful matters and insights together with candid conversations round transitions, progress, and an ever-changing business panorama with a few of the business’s brightest movers and shakers.
With that in thoughts, we’re excited to announce that we’re altering the identify of this present to raised mirror the broader vary of content material you’ve turn into accustomed to because the sequence developed over time.
So, beginning in 2024, you’ll discover us by our new calling card: The Diamond Podcast for Monetary Advisors: Insights on Transitions, Advisor Progress, and Independence.
Till then, hear in to what’s historically certainly one of our most downloaded episodes of the yr!
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