
The 5 Advisor Archetypes: Which One Are You?
By Jason Diamond, WealthMangement.com – When it comes to due diligence and even a transition, no two advisors – or their paths – are the same. Here’s why that matters…
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Vice President, Senior Consultant. Jason has a unique vantage point that benefits the advisors he counsels—with a combination of knowledge and empathy that few can claim. Learn more...
By Jason Diamond, WealthMangement.com – When it comes to due diligence and even a transition, no two advisors – or their paths – are the same. Here’s why that matters…
Jason Diamond Quoted – By Josh Welsh, InvestmentNews – Industry experts give their verdict on the wirehouse’s decision to replace its ‘growth grid’ with a ‘growth award.’
Jason Diamond Quoted in FinancialPlanning.com, by Nathan Place – Back in January, we published a study predicting what 2023 would be like for wealth management. Now that the year is almost over, we can check how clear our crystal ball was — and as it turns out, it got a number of things right.
By Jason Diamond, WealthManagement.com – Here are the 5 most common self-limiting statements that advisors share—and ways to reframe your thinking.
Jason Diamond Quoted in FinancialPlanning.com, by Karen Demasters – Anyone looking for evidence of America’s growing shortage of financial advisors might point out the growing competition to recruit advisors among independent broker-dealers.
In two recently announced moves, Edward Jones advisors decamped for independence with Kestra PWS and Raymond James Financial Services.
By Jason Diamond, WealthManagement.com – How to think about transition deals when evaluating a firm or model: 5 key considerations.
Jason Diamond Quoted in FinancialPlanning.com, by Nathan Place – “There’s really no team that is too big for a firm like RBC from an assets perspective,” said Jason Diamond, a vice president at the recruitment firm Diamond Consultants, which counseled the ESOP Group on its move to RBC.
By Jason Diamond – Unfiltered, fresh, candid, and honest feedback straight from your Edward Jones peers who transitioned to another firm or model within the past 18 months.
By Jason Diamond – Unfiltered, fresh, candid, and honest feedback straight from your Edward Jones peers who transitioned to another firm or model within the past 18 months.
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