The financial planning profession faces dual challenges: limited access to services for underrepresented groups and an aging advisor population lacking succession plans. Diamond, chief growth officer at Gries Financial Partners and The 4100 Group Financial Services, outlines how firms can address both issues through targeted initiatives to attract and retain younger, diverse talent while expanding service models to reach underserved communities.
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4100FS News
Family Office Resource Group Launches To Help RIAs With UHNW Clients
The Family Office Resource Group (FORG) has launched with backing from The 4100 Group Financial Services, aiming to give RIAs a competitive edge in serving ultra-high-net-worth clients. Led by CEO Brian Weiner, a 25-year family office veteran, FORG will provide white-labeled services including outsourced CFO and accounting, business legacy planning, concierge services, family governance, and cybersecurity support.
Continue ReadingFormer Dakota Executive Carina Diamond Joins $1.7B RIA Gries
Industry veteran Carina Diamond has joined Cleveland-based Gries Financial Partners ($1.7B AUM) as chief growth officer, taking on the same role for parent company The 4100 Group Financial Services. In this newly created position, Diamond will focus on organic growth initiatives, succession planning, and talent development across 4100FS’s portfolio companies, which include Bull Harbor Capital, Family Office Resource Group, and Red Cedar Investment Management.
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