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Industry Update on 2022: 11 Trends Destined to Impact Advisors and Their Businesses
What can advisors expect as they head into 2022? In this episode, Mindy Diamond and Louis Diamond explore 11 key trends already emerging – including recruiting deals, advisor movement, evolving models, disruptive brands and more – and how each may impact advisors and the wealth management industry at large throughout the new year. 
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Industry Update on Merrill’s Project Thunder: Too Little Too Late?
While this topic addresses Merrill specifically, it’s an example of the growing pains experienced at any of the larger bank-owned firms as they struggle to balance growth and revenue, while managing thousands of advisors and creating layers of guidance designed to serve many. Merrill’s recent recognition of the incongruence with their advisor force via their efforts with Project Thunder and limiting comp changes leaves some unanswered questions. This episode delves into what’s bugging advisors most, whether the efforts will halt the tide of attrition, and if it is indeed too little too late. Listen…
Industry Update on Recruiting: Should You Go for the Forgivable Loan?
The convention of incenting advisors to join a firm by offering a forgivable loan or recruitment deal has been the subject of a long-standing debate in the wealth management industry. For advisors considering their options, it means making a choice: Should you monetize your business now with the short-term windfall of what could be life-changing money or opt for the long-term potential of independence and forego the outsized check? Mindy and Louis explore both sides of the topic. 
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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, there is nothing better than a great partnership. Like a happy marriage, it provides the perfect environment for synergy, with added capacity and expertise, a path for succession and enhances the overall success for the advisors. Yet the shared mindset the advisors started out with years ago may not be the same today. In this episode, Mindy and Louis discuss the genesis of partnerships and share 10 questions you should ask to determine if you’ve just hit a rocky patch or if breaking up may be the best path. Listen…
Industry Update: A Powerful Strategy to Accelerate Growth for Financial Advisors
Growth: It’s top of mind for every advisor and independent business owner. And the ability to both inform clients and nurture relationships while attracting prospects can seem daunting. In this episode, Mindy Diamond discusses how harnessing the power of content marketing has proven to be a gamechanger for her firm. She shares tips and advice for financial advisors on how to build your own “marketing machine.” Listen…
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