Carina Diamond, the Director of Diversitas, speaks with industry veteran Suzanne Siracuse on a new episode of the WealthManagement.com podcast, Focused on the Future.
Carina talks about why having a personal approach with every client bolsters both the individual relationship as well as overall business growth, her top recommendations for firms on growing their client base, and the work she’s doing with Diversitas to attract next-gen talent.
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