Allison Brunwasser, Author at Diamond Consultants: Financial Advisor Recruiting Firm

Choosing the right path to independence: Do you bet it all on yourself or another firm?

By Allison Brunwasser – An advisor’s choice to go independent is typically driven by a strong desire for greater freedom, flexibility and ownership. Yet with that desire comes what is for many the biggest hurdle in making the leap: Choosing between building your own firm with complete control and 100% equity, or joining an established firm with turnkey operations, infrastructure and an opportunity to gain an equity stake in a more mature business.

How to Avoid the Risks in Waiting for That Perfect “Go Date”

By Allison Brunwasser – Who doesn’t want to have their cake and eat it, too? However, in an imperfect world such as ours, trying to satisfy all your needs at once typically leaves you in a holding pattern. And this is often true for advisors when planning a move: The one place that many get stuck at is trying to identify that perfect “go date.”

Buy the Book: 5 Ways to Look Better to a Seller

By Allison Brunwasser – Whether you’re an employee at one of the major firms, an independent advisor with a broker dealer or the principal of your own RIA, acquiring a book of business is a topic that has likely captured some of your mindshare. Yet it’s a crowded marketplace with many competing would-be buyers. The good news is that there are several ways for a buyer to differentiate from the pack—and you may have some already in place.

Posts by Allison Brunwasser

About Allison Brunwasser

Choosing the right path to independence: Do you bet it all on yourself or another firm?

How to Avoid the Risks in Waiting for That Perfect “Go Date”

Buy the Book: 5 Ways to Look Better to a Seller

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