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…
Perspectives
Our weekly insights for advisors: Articles authored by our team designed to broaden your perspective and arm you with knowledge—because knowledge is power.
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.
The Independent Alpha: Making the Breakaway Math Add Up
By Louis Diamond, InvestmentNews.com – Advisors breaking away for independence know what they are giving up, so how can they justify making this leap? The answer starts and ends with growth.
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.
The Mysteries of UBS: Deciphering What Drives its Wins and Losses
By Barbra Herman – UBS advisors describe a culture defined by wins and losses—and they are asking tough questions about what the future holds.
What We Can Learn When Top Advisors Leave Their Firms
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?
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.
The Perils of Letting the Tail Wag the Dog
By Jason Diamond, WealthManagement.com – Complacency is a funny thing: It’s easy to fall into and hard to get out of. But there are 6 common reasons advisors get stuck in the status quo. Knowing each, the path to regaining control becomes much clearer.
An Update for Edward Jones Advisors: What’s Driving Movement?
By Jason Diamond – While the firm continues to add new advisors to its ranks, it’s still struggling to keep pace in the so-called recruiting wars. And even current Jones advisors are wondering why.
‘Mostly Happy’ is a Sentiment Many Advisors Share, but is it Enough?
By Mindy Diamond, Forbes.com – How unhappy should an advisor be to consider change? Nine questions to gauge whether it’s time to start exploring options.
