Louis Diamond is the go-to consultant for elite financial advisors navigating transitions, entrepreneurs with their sights set on launching an independent firm, and business owners contemplating M&A opportunities. Known for his sharp business acumen and analytical mindset, Louis brings clarity to complexity, helping advisors make confident decisions that shape their futures—serving as a trusted guide to those evaluating how best to serve clients while maximizing long-term enterprise value.
In this episode, Chris and Louis discuss:
- What Advisors Really Go Through Before Making a Move
- The Big Firm Advantage Is Fading—Here’s Proof
- Making the Move: What Smart Advisors Consider First
- What Clients Say When Advisors Leave Big Firms
Connect with Louis:
Website | X
Check out their Podcast:
Apple | Spotify
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
