Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial

advisors navigated the inevitable challenges that arise on the path to success and get insight

from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 84th episode of the Financial Advisor's Success Podcast. My guest in today's podcast is

Diane Campardo. Diane is a partner and team leader at the Mineta Group, an independent RAA with nearly

20 billion of assets under advisement and 40 partners in which Diane leads a 16-person team with

four partners and 1.4 billion of AUA and has served as the chair of their governance committee

as well.

What's unique about Diane, though, is that after nearly 20 years of building an incredibly

successful advisory practice working with corporate executives at Manetta, she decided to substantially

increase the size of her team and shift her own focus towards building and developing new advisors

and partners of the firm, not just to grow the business, but as a way to re-energize herself after a

proverbial mid-career crisis. In this episode, we talk in depth about the unique

Manetta Group structure that provides shared centralized administrative compliance and support

services for more than 20 independent teams of advisors affiliated with the firm, how the firm

structures its compensation and revenue sharing agreements with teams, the unique partnership structure of the

firm based on their relative contribution of profits to the firm, and how Manetta evolved into

creating a governance board that sets strategy for the firm but is separate from the management

team that runs the day-to-day business. We also talk about how Diane's own

niche in working for corporate executives evolved, how she first created a specialization and

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