Sometimes you need to stop and take an objective view of your business life. Can you enhance the client experience? Gain greater control? Maximize the value of your businesses and optimize growth?

As one of the nation’s leading financial advisor recruiting firms, we’re known for helping advisors like you dig deep and find the answers to those questions and more.

If you’re ready to make a change, or simply curious, allow us to provide you with unparalleled access to the universe of opportunities and customize a solution to your individual needs. Our guidance is confidential, and without obligation or cost.

Objective guidance and expertise that’s unmatched in the financial services landscape

For Independent Business Owners

Knowledgebase for Advisors

Recent news, updates and advice from our blog for financial advisors and business owners.

The latest from our podcast series for financial advisors

The Real Impact of the Crisis on Valuations and the Independent Space as a Whole

While M&A activity in the RIA space was hot over the last several years, the question on everyone’s mind, especially prospective breakaways and independent business owners, is how this crisis will impact valuations and the M&A marketplace overall. Matt Crow, President of Mercer Capital, joins the show to share his perspective. Listen…

On Weathering the Storm

In these unprecedented and challenging times, Mindy Diamond searches for how best to add value. She found these 10 ways to refocus energy and attention helpful in moving forward on a more positive path. Listen…

In the News

The Playbook for Keeping Older Rainmakers Working

March 25, 2020 Louis Diamond Quoted By Gary Stern RIAs must do more to retain talented older advisors. The average…

Managing Your Business Life in Uncertain Times

While there is much financial advisors cannot control about their professional trajectory at the moment, there are some important points…

Private Advisor Group Firm Snags $170 Million Advisor From Northwestern Mutual

Louis Diamond Quoted By Asia Martin Bleakley Financial, a firm affiliated with Private Advisor Group, an office of supervisory jurisdiction…

After 52 Years at Merrill, Duo Producing $7.5 Million Goes Indie with RayJay

March 3, 2020 By Mason Braswell Two lifetime Merrill Lynch brokers in Alexandria, Virginia, who said they had been generating…

Which Indie B-Ds Are Winning the Recruiting Wars (And Why)

February 28, 2020 Louis Diamond Quoted By Mrinalini Krishna As advisors walk away from wirehouses, independent broker-dealers have been welcoming…

Anywhere But Here: Why Wirehouse Advisors Jump to Other Channels

February 27, 2020 Louis Diamond Quoted By Mrinalini Krishna, Miriam Rozen Wirehouses continue to lose advisors, and the teams that…

Rising Loan Levels Reflect Big Recruiting Push At Stifel, LPL

February 26, 2020 Louis Diamond Quoted By Mrinalini Krishna Big jumps in advisor loans reported by and LPL Financial reflect concentrated recruiting efforts…

Dash to cash: Focus moves away from equity-based deals

February 25, 2020 Louis Diamond Quoted By Ian Wenik For Focus Financial Partners, money talks. In new financial data unveiled…

Sanctuary Wealth adds $250m Merrill breakaway in Houston

February 25, 2020 By Ian Wenik A $250m Merrill Lynch advisory team has broken away to set up its own…

Rockefeller Hires $4.5-Mln Morgan Stanley and $3-Mln Merrill Teams

February 24, 2020 Rockefeller Capital has added two more wirehouse notches to its widening belt, recruiting a $1.5 billion-asset team…