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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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In the News

How To Identify Advisors About to Jump

Posted by Mindy Diamond

WealthManagement-logo

Barbara Herman Quoted
By Susan Konig

A looming advisor shortage and a limited pool of prospects means retaining advisors is the top job for many managers. Here’s how to spot, and keep, talent on the brink of jumping ship.

“Generous retention packages and strong deferred compensation plans have been incredibly effective in keeping advisors in their seats. However, as these golden handcuffs move closer to being forgiven or vesting in the coming months, advisors themselves expect to see significant movement among their peers,” says Barbara Herman, a recruiter with Diamond Consultants.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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