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…
Merrill compensation changes ‘very advisor friendly’
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.’
3 Ways Arizent’s Predictions for 2023 Were Right on the Money
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.
How to Free Yourself from the “If Only” Mindset
By Jason Diamond, WealthManagement.com – Here are the 5 most common self-limiting statements that advisors share—and ways to reframe your thinking.
Advantage Goes To Advisors
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.
Transition Announcement: Multiple $1mm+ Producers Depart Edward Jones
In two recently announced moves, Edward Jones advisors decamped for independence with Kestra PWS and Raymond James Financial Services.
It’s Not About the Money (Until it’s About the Money!)
By Jason Diamond, WealthManagement.com – How to think about transition deals when evaluating a firm or model: 5 key considerations.
RBC makes biggest hire ever with $5.5 billion team from UBS
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.
Post-Transition Survey: Checking in on Former Edward Jones Advisors Who Recently Moved
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.
Post-Transition Survey: Checking in on Former Edward Jones Advisors Who Recently Moved
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.
