By Mindy Diamond, Forbes.com – The truth is that taking the time to get educated about the opportunities available is a smart business decision—regardless of whether you want or are ready to make a move.
By Mindy Diamond, Forbes.com – Tenured advisors have invested a lifetime in building a business with real value, yet many don’t have a succession plan. Why the delay? And what are their options?
By Mindy Diamond, WealthManagement.com – Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel “hopeless,” according to Tom Lewis, Certified Civil Trial Attorney at Stevens & Lee in Princeton, NJ.
By Mindy Diamond & Louis Diamond, Barron’s – There’s been an interesting shift in movement amongst private bankers. Transitions by this constituency have risen dramatically over the last two years. What’s driving the change and what do private bankers need to know before making a transition to a wealth management firm?
By Mindy Diamond, WealthManagement.com – In a world that is evolving so rapidly, it can be easy to get “stuck” hanging on to misconceptions which may ultimately be hindering success.
By Mindy Diamond, Forbes.com – Many advisors feel that changing firms or models is just too risky. But what they may not realize is that there’s also a risk to staying put.
By Mindy Diamond, WealthManagement.com – Rising above the day-to-day tasks of your “job” to invest time in thoughtful strategizing and planning can be the gamechanger you’ve been looking for.
A Look Back at 2021: 7 Trends That Indicate it’s a Seller’s Market for Advisors and Independent Business Owners
By Mindy Diamond & Louis Diamond, WealthManagement.com – A year of extraordinary success has put advisors and independent business owners right where they want to be. Despite the mark that Covid continues to leave on the economy and the world over, there’s good news to report as we make our way out of 2021: Advisors crushed it!
By Mindy Diamond, Forbes.com – Change is typically motivated by a combination of pushes and pulls. Yet in the case of financial advisors managing $1B+, those factors are even greater. What are some of the common motivations for these advisors to consider change?
By Mindy Diamond, InvestmentNews – In late August of this year, Merrill Lynch rolled out “Project Thunder,” a two-month campaign that appeared to be aimed at staving off increasing advisor attrition and addressing the frustrations of those still at the firm.
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