By Louis Diamond, CityWire.com - Building enterprise value starts long before a sale. Successful advisory business owners offer lessons on...
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By Louis Diamond, CityWire.com - Building enterprise value starts long before a sale. Successful advisory business owners offer lessons on...
READBy Mindy Diamond, Forbes.com – For employee advisors who are taking a “bigger picture look” at their business, here are 3 valuation scenarios to consider that can help you determine if where you are currently practicing will allow you to maximize value at the end of the day.
By Jason Diamond, WealthManagement.com – When considering the products and services a firm provides in exchange for the revenue they keep, is it really a good value?
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.
By Jason Diamond, WealthManagement.com – The natural order is being tested in the wealth management industry. And it will be some time before we see who the real winners and losers are.
By Jason Diamond, WealthManagement.com – In a world driven by the bottom line, the root of contentment often lies behind less “easily measured” criteria
By Mindy Diamond, Forbes.com – A four-step process for financial advisors who are feeling the “pain of incongruence.”
By Jason Diamond, WealthManagement.com – Tips, tricks, and best practices to eliminate the angst experienced by many advisors who embark on the journey of exploration.
By Louis Diamond, Barron’s – A process by which advisors can assess what is “really” portable when considering a move.
By Deborah Aronson, FA-Mag.com – While the acronym “OSJ” may be a familiar one, few advisors are aware of the features and benefits – and potential advantages – the model provides.
By Jason Diamond, WealthManagement.com – The new year serves as an inflection point—a reminder that it’s always a good time to get your ducks in a row.