By Wendy Leung - The economics of financial advisor independence have changed. Explore transition capital, profitability, enterprise valuations, and the...
READInsights on evaluating career options, conducting due diligence, and navigating the advisor transition process. Explore the strategic, financial, and practical considerations that inform a successful move.
By Wendy Leung - The economics of financial advisor independence have changed. Explore transition capital, profitability, enterprise valuations, and the...
READBy Barbara Herman & Joshua Tomolak, FAMag.com – It’s difficult not to share important and exciting information—but news of your move leaking prematurely can turn manageable challenges into catastrophes.
By Jason Diamond, WealthManagement.com – There are valid reasons to consider changing firms or models with a colleague. But is it right for you?
By Jason Diamond, WealthManagement.com – The 5 biggest surprises hidden in the data around financial advisor movement and recruiting deals from 2023. Even if you do not intend to change firms or models, the data is telling you something.
By Jason Diamond, WealthManagement.com – Setting the record straight on the most common misconceptions that can block financial advisors from achieving their best business lives.
By Wendy Leung, InvestmentNews.com – While it may seem “safer” to stay put, there are risks in doing so that many advisors are unaware of.
By Jason Diamond, WealthManagement.com – How to think about transition deals when evaluating a firm or model: 5 key considerations.
By Mindy Diamond, WealthManagement.com – If changing firms made sense to these billion-dollar-plus advisors, what lessons can be learned by those who manage less but aspire for more?
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, WealthManagement.com – There are many reasons why an advisor might prefer one firm over another. Moving beyond “table stakes” factors, here are 8 critical yet often overlooked considerations for evaluating potential firms—as well as your own.
By Louis Diamond, FinancialPlanning.com – The line between working for an independent firm and a wirehouse is starting to blur for many advisors—and the lack of freedom and control, along with lackluster economics, has become a powerful motivator to consider other options.