Built for Advice
Janice Diaz and Romaine Howard
What really happens inside financial services and wealth firms?Built for Advice explores the operations, culture and strategy behind how advisory businesses are built, run and grown. Hosts Janice Diaz and Romaine Howard bring a combined 50 years of experience across U.S., UK and offshore markets, connecting business development and growth strategy with the realities of people, processes and delivery.Expect candid conversations about stalled growth, leadership, delegation, network relationships, compliance and the often invisible work that holds firms together. Alongside industry contributors, Janice and Romaine examine where expectations break down, who owns the decisions and what it takes to make a firm work.For advisory firm leaders, senior advisors and the people behind the business of advice.