Many of you have asked for us to re-share some of our most popular pieces from the second half of 2015, so here we present our Perspectives Wrap-Up for Q3 and 4. It’s our goal to help you stay up to speed on the ever-changing advisory business, as well as arm you with tools to help you “think” not just about the landscape but also about your own needs and goals. These and any other previous Perspectives posts are always available on our website for future reference.
On behalf of everyone at Diamond Consultants, we wish you the best – peace, health and prosperity – for the coming year.
Managing Inevitable Change
Is everyone happy?
What happens when your clients are happy with your firm but you’re not? Here are some things to consider…
Anatomy of a Merger
Are you emotionally ready to merge firms and give up some (or total) control over your RIA? Here are a few questions to ask yourself.
Should an advisor move during volatile times?Don’t let fear
Market volatility is a natural corollary to market investment. Don’t let fear govern your future.
Want Your Sale, Acquisition or Merger to Close? Reasonableness is the Key
Every financial firm and advisor wants in on today’s robust M&A environment. Here are several threshold criteria to consider…
Can (should) this partnership be saved?
Nothing stresses a partnership more than reaching a fork in the road and having to make a joint decision. Here are six questions to consider…
Asking Yourself the Hard Questions
Listen carefully: there’s a little voice trying to tell you something
Being uber-successful shouldn’t require you to be in constant “go mode”. Some things to consider…
Feeling Out of Sync?
Are you living a congruent business life? The pinwheel paradigm can help you discover what is soulful to you.
Your Future is Closer Than You Think
An open letter from a trusted advisor to his firm
Some wirehouse firms are considering abandoning the Protocol for Broker Recruiting. What affect will this have on advisors?
It’s all in the timing…But should it be?
There’s a difference between a move that is “perfectly timed” and one that is “well-timed”. Here are four questions to ask yourself if you’re thinking about making a move…
For Sale: Boutique Financial Advisory Firm
As the resilience and stability of boutique firms come into questions, how can an advisor solidify his future?
Will free agency status cause another major wave of attrition at the wirehouses?
As retention packages expire in 2016, will we see a wave of change as those advisors become free agent? Consider this…
Make Time to Work ON the Business and Not IN it
In order to succeed, business owners must pull themselves away from the day-to-day tasks and focus on the big picture.
Declaring Independence
Does Independence Make Good Economic Sense
Why are so many high-quality teams making the leap to independence? Here are five factors to consider…
What got you here, won’t necessarily get you there (part 1)
As principals of independent firms focus on enhancing growth and enterprise value, here are the four drivers you need to consider…
What got you here, won’t necessarily get you there (part 2)
Here are four key strategic initiatives to consider when outlining a plan to enhance enterprise value.
The Path from Wirehouse to Independence
Many advisors in the traditional space are considering making the move to independence. Here are some questions to help you decide if the leap to independence is right for you.
