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

Better Together or Apart: A Breakaway Advisor Shares Why He and His Team Chose Separate Paths

Better Together or Apart: A Breakaway Advisor Shares Why He and His Team Chose Separate Paths

For Dan Johnson and his multi-generational team at Merrill it became apparent they each had different goals and timelines. He discusses why they chose different paths, opting for independence over a recruitment deal or inheriting a book and more.

Industry Update on Partnerships: 10 Questions to Help Identify if You’re Still Right for Each Other

Industry Update on Partnerships: 10 Questions to Help Identify if You’re Still Right for Each Other

When it comes to building a strong business, nothing is better than a great partnership. Yet the shared mindset can change over time. Learn 10 questions to help determine if you’ve just hit a rocky patch or if breaking up may be the best path.

Breaking Up: A Former $750mm UBS Advisor’s “Split” for Independence

Breaking Up: A Former $750mm UBS Advisor’s “Split” for Independence

Ex-UBS advisor Robert Harris felt that the firm no longer allowed his team to serve their clients’ best and greater potential existed elsewhere. His partner didn’t agree. It’s a common thread amongst many partnerships who reach this crossroads.

Part 2 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal

Part 2 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal

In part 2 of 2, Mark Sear and David Hou pick up where their story left off after the 2008 break from Merrill, the sale of their RIA Luminous Capital to First Republic in 2012, and their decision to go back to independence as RIA Evoke Advisors.

Part 1 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal

Part 1 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal

Mark Sear and David Hou, Managing Partners of Evoke Advisors, talk about their 2008 breakaway from Merrill Lynch to form RIA Luminous Capital, why they chose to sell Luminous to First Republic, their decision to leave First Republic for independence again, and much more in part 1 of a 2-part podcast episode.

How This UBS Breakaway Team Increased Their Client Base by 50%

How This UBS Breakaway Team Increased Their Client Base by 50%

Doug John and Bryn Talkington join Mindy Diamond to discuss their break from UBS, the ability to better serve their ultra-high net worth clients and resulting extraordinary growth as the independent $1.5B RIA firm Requisite Capital Management.

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