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?
What’s the ‘Real’ Value of a Financial Advisor’s Business?
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.
What Can Go Wrong in a Transition: How to Avoid “Murphy’s Law”
By Mindy Diamond, Forbes.com – 7 ways a financial advisor’s move can take an unexpected wrong turn—and ways to prevent that from happening
Assessing the Gap Between Where You Are and Where You Want to Be
By Mindy Diamond, Forbes.com – A four-step process for financial advisors who are feeling the “pain of incongruence.”
The Annual Report for Advisors: The Contradictions of 2022 and Emerging Trends for 2023
By Mindy Diamond and Louis Diamond, WealthManagement.com – The wealth management industry year in review: Recruiting, deals, movement and predictions for what financial advisors can expect in the year to come.
Terminating a Note Early: When the Pain of Staying with a Firm Outweighs the Cost of Leaving
By Mindy Diamond and Jason Diamond, Wealthmanagement.com – Firms are making an investment in each advisor who signs on the dotted line. Likewise, financial advisors who accept a recruiting deal are signifying the intent to make good on the firm’s investment. But situations change over time—is there a way out?
Financial Advisor Transitions: 8 Observations from Movement Trends in the First Half of 2022
By Mindy Diamond, Forbes.com – So far, this year has proven that advisors are the real winners as firms have stepped up their games to become attractive landing spots with strong recruitment deals to match.
Why You Should – or Shouldn’t – Consider Changing Firms in a Down Market
By Mindy Diamond and Jason Diamond, AdvisorHub – While there is never a “perfect time” for a financial advisor to make a move, there are often perfect reasons to do so.
Celebrating Independence: Different Perspectives on How to Achieve Greater Freedom and Control
By Jason Diamond and Mindy Diamond, WealthManagement.com – Independence in the wealth management industry is much like your local ice cream shop: There are many different flavors to choose from.
My IBD was just sold. Now what?
By Mindy Diamond – Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. So what does an IBD advisor do next?
