In our new bi-weekly video series, Jason Diamond shares his insights and opinions on a range of topics that are relevant to financial advisors and firms looking to grow and improve their businesses. From recruiting and retention to succession planning and industry trends, Jason’s perspectives offer valuable guidance and food for thought.
Supported Independence
It’s becoming an increasingly popular way to go independent, so…
➤ What is it?
➤ How does it help advisors?
The Protocol
One of the most hotly debated and important concepts in our industry.
➤ Can you move without it?
➤ Does it really matter?
➤ What does it even mean?
The Forgivable Loan
In this episode, Jason talks about the forgivable loan.
➤ What is it?
➤ Why do firms structure recruiting deals in this way?
➤ Should advisors be concerned about the construct?
Advisor Movement
➤ What’s driving all the movement?
Strategic Due Diligence
In this episode, Jason talks about the due diligence process.
➤ What does the process look like?
➤ What are some tips, tricks, and best practices?
Why Use a Recruiter?
In this episode, Jason talks about the benefits of having a recruiter.
➤ Does a recruiter handle negotiations?
➤ What about confidentiality?
Advisor Movement: Part 2
In this episode, Jason continues the conversation on advisor movement.
➤ Where are advisors going?
➤ What are the options?
The Transition Process
In this episode, Jason talks about some common pitfalls in the transition process.
➤ What could go wrong?
➤ What should financial advisors avoid in order to help smooth the way?
Advisor Succession
In this episode, Jason talks about options for soon-to-retire advisors.
➤ What is the role of next-gens in this conversation?
➤ How should advisors evaluate their firm’s retire-in-place programs?