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The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between - The Diamond Podcast for Financial Advisors | OndaCast
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October 2, 2025
The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between
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The Diamond Podcast for Financial Advisors
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Mindy Diamond Financial Advisor Recruiter and Consultant
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A guide to advisor transitions: due diligence, culture, deals, client comms,and lessons from the $129B Merrill breakaway.
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