• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
    • 2022 Advisor Transition Report
    • Merrill Information Hub
    • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
  • Tools For Advisors
    • 2022 Advisor Transition Report
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

In the News

Integrated Partners Introduces W-2 Employee Model

Posted by Louis Diamond

WealthManagement.com

June 9, 2022
Louis Diamond Quoted
by Diana Britton

These employee advisors go through a two-week intensive training program when they come on board, in which Integrated conducts role-playing scenarios with them. A relationship manager oversees their training. They’re also made part of ongoing study groups with other junior advisors throughout the firm, regardless of whether they’re W-2 or not, where they can learn best practices.

Louis Diamond, president of Diamond Consultants, a financial advisor recruiting firm, said the new program was a smart move for Integrated.

“For Integrated, obviously there’s revenue and also a lot of future potential with these smaller relationships. So if they have a cost-efficient way to service them and give everyone a consistent experience, that benefits them,” he said.

It’s also good for the junior advisor, as it’s hard to get up and running in this business.

“Some people are really good and smart advisors, but don’t have the appetite or ability to go prospect,” he said.

“It’s an opportunity to help the industry evolve and continue to bring in new talent. Our industry does struggle with that,” Peterson Mohr said. “If we can do our part to help bring in new talent, make the industry friendlier to diversity and things like that, that’s what we’re trying to do.”

Read more…

 

 

 

You may also be interested in...

Share
0

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...

    Recent News & Articles

    • RIA Recruiting: Here’s What Advisors Want from a Firm
    • Wall Street’s Still Hiring: Here’s where 14 recruiters say the jobs are, from multi-strategyhedge funds to fintechs
    • Realistic Measures: Identifying What’s Portable and What’s Not
    • Why Merrill, Bucking Trend, Won’t Offer Independent Model for Advisors
    • Why Wealth Management is Goldman Sachs’ New ‘Crown Jewel’ with Dealmaking at a Standstill
    See. Here. Now.
    We're available to answer your questions. Contact us

    Connect with us

    Search

    © 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

    • Leading Financial Advisor Recruiting Firm:
    • About
    • Services
    • FAQs
    • Articles
    • Podcast
    • News/Media
    • Tools/Resources
    • Contact
    • Our Locations
    • Privacy Policy
    • Site Map