Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead

Tech It Up
01/12/2025 17 min
Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead

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Episode Synopsis

In this year-end episode of Tech It Up, host Jasmin Conner talks with Jen Becher and Steve Leivent about the milestones that shaped 2025 for Black Diamond Wealth Solutions. They cover the impact of the rebrand, how advisor relationships strengthened, and the leadership lessons learned through a year of major change. Jen and Steve also share what they are looking forward to in 2026, including new opportunities for integration, innovation, and advisor success.

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