January 28, 2021
Industry Update: 7 Real-World Lessons We Learned on Succession Planning
The Diamond Podcast for Financial AdvisorsAbout this episode
The goal of succession planning is to “future-proof” the business, developing a strategic guide built upon the leader’s vision, sustainable scale and continual growth for the future of the firm. Mindy and Louis Diamond share key lessons from their succession planning journey, the art of “co-leadership,” choosing a successor, and more.