By Mindy Diamond, WealthManagement.com – As big firms consolidate, more and more local branch offices are closing—and advisors are wondering what their options are.
The Real Cost of “Waiting it Out”—Why Holding Out for the “Ideal Time” to Make a Move May Not be the Best Idea
By Mindy Diamond, WealthManagement.com – For many advisors, it’s momentum vs what could be “a chance of a lifetime.” Business is booming, and life is good. Certainly, much may have changed at your firm in the last year or so—some of which may even be for the better.
By Mindy Diamond, Forbes.com – Reaching clients and prospects has become equally challenging and auspicious—but there are efficient and effective ways for advisors to “get through.”
By Mindy Diamond, WealthManagement.com – Most advisors focus their due diligence efforts on what’s best for the business today—a process that may solve short-term concerns but doesn’t always lead to the best solution for the long term.
By Mindy Diamond, Forbes.com – The due diligence process is intentionally done “under the radar” to ensure that advisors remain in compliance and in no way expose the fact that they’re exploring. But eventually the team needs to know—some sooner than others.
By Mindy Diamond, WealthManagement.com – What are the recent recruiting practices by UBS and Merrill telegraphing to advisors about their ideal candidates and overall hiring strategy of the firms? Are they heading toward a salary-bonus model?
By Mindy Diamond, Forbes.com – While many advisors are drawn to the freedom and control that independence offers, there are those for whom it may not be the “right” path.
By Mindy Diamond, WealthManagement.com – While the rules may not have changed, it appears the consequences have—and advisors are feeling more vulnerable than ever.
First Republic Private Wealth Management And Rockefeller Capital Management: What Makes Them So Appealing To Top Financial Advisors?
By Mindy Diamond, Forbes.com – A peek behind the curtains of these two firms demonstrates how the right combination of features has created a best-of-both-worlds model that stands out amongst the competition.
By Mindy Diamond, WealthManagement.com – In a world where bigger is considered better, many of Wall Street’s most talented and productive advisors are opting to go against the grain and leave chips on the table.
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