Matt Crow, President of Mercer Capital, a leading authority on firm valuations in the wealth management space, shares his perspective on the future of valuations, M&A and potential changes in the RIA space as a result of the COVID-19 crisis.
About Mindy Diamond
President and CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...
By Mindy Diamond, WealthManagement.com – Although the game of life feels like it’s been put on hold, there are things we can be doing to make the most of our time.
Attorney David Gehn, of NY law firm Ellenoff, Grossman & Schole, LLP, shares actionable advice for advisors including how to avoid risk, manage transitions and renegotiate promissory notes/ EFLs, plus challenges RIAs are facing and relief programs available.
By Mindy Diamond, WealthManagement.com – The world is a very different place than it was just a week ago—and continues to change in ways no one could predict nor prepare for. First and foremost, we are navigating an extraordinary health crisis and must prioritize taking care of ourselves and our loved ones.
How can advisors better communicate with clients and prospects in a way that is authentic, meaningful and adds value – especially in times of crisis? Bob Burg, the co-author of The Go-Giver book series, shares that and more in this special episode.
By Mindy Diamond – It’s impossible to ignore the formidable financial crisis—the impact of which is unquantifiable at this time. Yet while there’s much going on that we can’t control, there’s much that we can. That is, our attitudes, our responses and the decisions we make.
In trying to determine how best to manage a business and add value through these turbulent times, Mindy Diamond found these 10 ways to refocus energy and attention helpful in moving forward on a more positive path.
By Mindy Diamond – Times like these are both unprecedented and challenging. What advisors and clients alike crave more than anything is stability—and volatile market conditions and a global pandemic certainly provide anything but that.
In this video, Mindy Diamond shares several ways a good recruiter can provide value to financial advisors who are considering how best to serve clients and grow their businesses.
Industry Update: Are the Wirehouses Getting Ready to Give Independence a Run for the Money this Year?
Wirehouse recruiting seems to be on the upswing, exemplified by recent high-profile hires and deals like Morgan Stanley’s acquisition of E*Trade. Are the wirehouses ready to compete in the recruiting wars? Mindy Diamond explores the battle for talent.
Recent News & Articles
- The Real Impact of the Crisis on Valuations and the Independent Space as a Whole
- How to Make the Most of this Nationwide Timeout
- A Lawyer’s Advice on How to Protect Your Business Now and Into the Future
- The Playbook for Keeping Older Rainmakers Working
- The Ripple Effects on Independent Broker Dealers in the Post-COVID-19 World