With Louis Diamond
It might seem odd for a show called Mindy Diamond on Independence to have an episode discussing the reasons why independence might not be right for you.
But the truth of the matter is, there are plenty of reasons why independence isn’t for everyone.
And it’s the mission of this series to be honest and balanced—and share what we’re hearing and seeing from advisors and firms in every corner of the landscape.
So, regardless of how often we share success stories from breakaway advisors or business owners who are crushing it in terms of growth, there are many advisors who simply recognize that independence isn’t right for them.
Listen in as Louis and Mindy break down the 10 most common reasons for advisors to “not make the leap.”
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Download a transcript of this episode…
The Wirehouse World: Why it’s Still the Right Place for Many Advisors
In a landscape with more options than ever before, a move from one big brokerage firm to another is more often the exception than the rule these days. Read->
What’s Changing at the Wirehouses—and Why You Need to Pay Attention
As firms cut back on recruiting and amp up their retention efforts, the balance of power shifts further and further away from the advisors—diminishing leverage, business value and opportunity, and leading down a path that advisors fear most. Read->
Is Deferred Compensation Holding You Captive?
3 options for advisors who are feeling the ever-tightening squeeze of their firms’ “golden handcuffs.” Read->
Move Once, Monetize Twice
Weighing all of your options may result in doubling the returns; in essence, moving once yet monetizing twice. Read->
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