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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Breakaways

A Bank Advisor’s Breakaway Success Story: From $180mm to $600mm+

A Bank Advisor’s Breakaway Success Story: From $180mm to $600mm+

Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in the independent model. Evan proved that by growing more than 3x in just 4 years.

Independent Again: The Founding Partners of $18B+ IEQ Capital on Growth, Culture, and the Luminous Leap

Independent Again: The Founding Partners of $18B+ IEQ Capital on Growth, Culture, and the Luminous Leap

Alan Zafran and Eric Harrison, 2 of the 3 Co-CEOs and Founding Partners of IEQ Capital, discuss making 2 leaps to independence from Merrill to Luminous then First Republic to IEQ and share their journey and formula for growth they mastered along the way.

What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective

What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective

R. Scott Bills considered himself a Merrill Lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners.

From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth

From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth

Amir Monsefi describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former RD shares how building their own RIA allowed them the freedom to innovate and remove conflicts.

From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth

From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth

Rory O’Hara founder of Ausperity Private Wealth discusses his journey from cold-calling trainee at Merrill, to building a business managing $500mm in client assets, to making the leap to independence as a young team.

The Most Valuable Advice for Advisors and Business Owners

The Most Valuable Advice for Advisors and Business Owners

An annual digest of the 2022 season’s most ground-breaking commentary for financial advisors and business owners on topics including autonomy, change, clients’ needs, succession, next gens, growth, and much more.

All in the Family: Former $1.3B Wells Fargo Advisor on Building a Multi-Generational Firm

All in the Family: Former $1.3B Wells Fargo Advisor on Building a Multi-Generational Firm

After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes 3 of his daughters. Larry discusses family, legacy, business ownership, and more.

Happy Again: How a $440mm Merrill Team Got Their Mojo Back in Independence

Happy Again: How a $440mm Merrill Team Got Their Mojo Back in Independence

Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors with support from TruClarity.

From Next Gen to CEO: Ex-Wirehouse Advisor on Taking Over the Reins of the Family Business

From Next Gen to CEO: Ex-Wirehouse Advisor on Taking Over the Reins of the Family Business

Mike Durso, CEO of Shorehaven Wealth Partners, discusses his leap from employee to breakaway to leader, how bringing his diverse experience and institutional knowledge to the family business informed the decision to go independent, more.

From Termination to Expungement: A Former $350mm UBS Advisor Finds Success in Independence

From Termination to Expungement: A Former $350mm UBS Advisor Finds Success in Independence

Jeff Boudjouk on UBS termination, expungement, and a new life as independent firm Northeast Investment Group.

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