Gaining Control of Your Career: 8 Steps to Aligning Your Aspirations with Reality
By Mindy Diamond – Hardly a conversation with an advisor goes by without discussing the desire to go independent. Having heard a lot about it
By Mindy Diamond – Hardly a conversation with an advisor goes by without discussing the desire to go independent. Having heard a lot about it
By Mindy Diamond – I am asked countless times a week by smart and curious advisors about how the economics of going independent compare to
By Mindy Diamond – We all have a voice that guides us. Call it what you like: gut instinct, intuition, radar, or inner GPS. Sometimes
By Mindy Diamond – Most firms adhere to what we call a “No Jerk” policy—that is, the prevailing notion that one’s behavior can make or
By Mindy Diamond – More often than you would think, advisors tell us that they made a mistake by leaving one firm to join another.
By Mindy Diamond – For a long time now, the big firms have made no secret of their desire to reprice the market relative to
By Mindy Diamond – The industry is abuzz as advisors who had long counted on outsized recruiting deals to fund their retirements are now wondering
Mindy Diamond Quoted – By Sarah Martinson, OnWallStreet – Merrill Lynch has landed three multi-billion-dollar teams in the last two weeks. The firm’s latest grab?
By Mindy Diamond – In the past 2 months or so, we saw 4 big Goldman Sachs teams leave the vaunted firm, with 3 out
If you are an advisor who is looking for a greater level of freedom and a chance to build what our forefathers saw as the