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Financial Advisors Can Find the Right Version of Independence – Power Your Advice Podcast

Financial Advisors Can Find the Right Version of Independence – Power Your Advice Podcast

Posted by Louis Diamond

Louis Diamond Featured

 

Louis Diamond of Diamond Consultants joins Barrett Ayers of Adhesion Wealth, and Jim Dickson of Sanctuary Wealth in a podcast episode for IRIS.xyz series “Power Your Advice.”

Adhesion Wealth, Diamond Consultants, and Sanctuary Wealth are all well-known for their laser focus on providing customized solutions to support the widely varied business models and challenges faced by advisors who are looking to go or already have gone independent.

In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, takes the reins and leads a fascinating discussion with Louis Diamond, Executive Vice President and Head Consultant at Diamond Consultants, and Jim Dickson, CEO of Sanctuary Wealth, about what’s going on in the breakaway and independent channels. They also provide insight and practical options for advisors who are considering going independent:

  • The acceleration of advisor movement during the COVID-19 pandemic
  • Why are advisors deciding to go independent today?
  • What challenges does that decision bring?
  • How has the growth of the independent channel allowed more people to find their right version of independence?
  • What should advisory firms be doing to make themselves more attractive for new advisors looking for an affiliation model?
  • What are some challenges advisors face when going independent?
  • And what solutions are available to address them?

Click for more information on this podcast series.

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About Louis Diamond

President – Someone who “looks at every angle from a strategic perspective.” Sophisticated advisors and business owners alike learn quickly that they’ve found the right person in Louis when seeking counsel and clarity on growth, career management and the ever-changing industry landscape. Learn more...

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