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.
Our weekly insights for advisors: Articles authored by our team designed to broaden your perspective and arm you with knowledge—because knowledge is power.
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.
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.
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.
An Independence Day Manifesto: What Does Independence Really Mean in the Wealth Management Industry?
By Jason Diamond, WealthManagement.com – While independence means less bureaucracy and red tape, it comes with additional responsibilities that advisors should be aware of before opting to make the leap.
By Allison Brunwasser, ThinkAdvisor.com – For many advisors, independence is just a bridge too far—but greater autonomy and control are often closer than they realize.
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 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.
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