When a “Whale” of a Team Moves, What’s Behind It?
By Mindy Diamond – What makes a big team move? What could be the catalyst powerful enough to make advisors managing more than $1B in
By Mindy Diamond – What makes a big team move? What could be the catalyst powerful enough to make advisors managing more than $1B in
By Mindy Diamond – I am not a conference person. I always feel like I am most productive when in my office or meeting with
By Mindy Diamond – With 5-7 years left to work, lots of money in the bank, and a very solid client base that you have
By Mindy Diamond – As we wrapped up at the Raymond James Recruiting Partners Forum held at their corporate headquarters in St. Petersburg, FL on
By Mindy Diamond – The MarketCounsel Summit kicked off with the shot heard ‘round the financial advisor world. Rarely do you find such a fortune
By Mindy Diamond – Day 2 at MSUM14 proved that the momentum we are sensing around independence for financial advisors is real, sustainable and will
By Mindy Diamond – One very important point I want to convey – especially to the wirehouse audience – is that the vibe, energy and
By Mindy Diamond – The day began with the battle between custodians as Dynasty Financial Partners CEO, Shirl Penney, engaged Fidelity’s Mike Durbin, Pershing’s Mark
By Mindy Diamond – Last week’s MSUM14 brought together some of the biggest names and brightest minds in the independent financial advisor world – and
By Mindy Diamond – With 2014 almost in the bag – and 2015 only days away – it’s that time again to reflect on what’s