Great conversation on the Diamond Consultants - Financial Advisor Recruiters and Consultants podcast with Lido CEO Jason Ozur on Scaling Without Compromise.
At Lido, growth isn’t just about size, it’s about intentional scale with a client-first mindset. As Ozur says: “We didn't want to be an aggregator of capital, we wanted to be an integrator of capital.”
The secret sauce? People, culture, and putting clients first. Rule #1: The client is always right. Rule #2: see rule #1.
Listen to the episode to hear how Lido grows thoughtfully, aligns ownership, leverages technology, and prioritizes culture over capital in the evolving RIA landscape: https://www.diamond-consultants.com/scale-without-compromise-how-40b-lido-advisors-stays-client-first/
