By Louis Diamond, CityWire.com - Building enterprise value starts long before a sale. Successful advisory business owners offer lessons on...
READPerspectives on the personal and professional considerations that influence financial advisors’ career decisions, from managing uncertainty and evaluating opportunities to redefining success.
By Louis Diamond, CityWire.com - Building enterprise value starts long before a sale. Successful advisory business owners offer lessons on...
READBy Louis Diamond, CityWire.com – Building enterprise value starts long before a sale. Successful advisory business owners offer lessons on growth, reinvestment, succession, and optionality.
By Wendy Leung – The economics of financial advisor independence have changed. Explore transition capital, profitability, enterprise valuations, and the financial benefits of ownership.
By Mindy Diamond, WealthManagement.com – Even successful financial advisor partnerships can reach a crossroads when partners begin to want different things. Mindy Diamond explores how to navigate diverging ambitions without losing sight of what made the partnership successful.
By Jason Diamond — Choosing to stay at your current firm shouldn’t happen by default. Discover four practical factors to help determine whether your current firm remains the best place to serve your clients and grow your business.
By Jason Diamond, WealthManagement.com – More options don’t always lead to better decisions. Learn a five-step framework to overcome decision paralysis and evaluate opportunities with greater confidence.
By Louis Diamond, FA-Mag.com – Many successful advisors aren’t burned out or unhappy, but they’re quietly asking a different question: What’s next? As valuations rise and independence evolves, mid-career advisors are confronting a crossroads between comfort and control, stability and enterprise value. The real risk may not be change, but standing still.
By Mindy Diamond, WealthManagement.com – How clarity, legacy, and clients – not just simplicity – should guide your final career choices.
By Jason Diamond, WealthManagement.com – 6 reasons why more advisors are choosing to bet on themselves before monetizing their businesses.
By Allie Brunwasser, ThinkAdvisor – 3 common traps that keep advisors from considering change
By Jason Diamond, WealthManagement.com – It’s the perfect time for advisors to set up the second half of the year for success.