Diamond Consultants Quoted
By Kristan Wojnar
If you are a female advisor reading this now, have you ever thought about switching firms? And, if so, what factors would prompt you to make a change? If you are a male advisor and have a female advisor on your team, do you think she has thought about, or is thinking about, switching firms?
According to Diamond Consultants (in a report published by Pershing), a New Jersey-based consulting firm that specializes in recruiting financial advisors, “When a woman chooses to make a change, it’s typically because of cultural dissonance with her firm. Women want to control the client experience as well as their own professional lives. Most senior women advisors are very well-heeled; they are in the business because they want to work, not because they have to work. They are looking for a place that fosters a quality professional life and lets them serve their clients as they see fit.”