January 30, 2020
Joe Duran on What Advisors Need to Know to Succeed in an Evolved Client-Centric World
The Diamond Podcast for Financial AdvisorsAbout this episode
Joe Duran, the founder/CEO of United Capital, now a Goldman Sachs company, gets candid about the firm’s sale, his perspective on independence, clients, technology and M&A, plus the “logical evolution” for advisors and their businesses, and much more.