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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Brandywine Oak Private Wealth

Ask the Breakaways: 3 Advisors Answer Your Questions About Making the Leap

Ask the Breakaways: 3 Advisors Answer Your Questions About Making the Leap

Special Episode: A panel of 3 breakaway advisors share the details of their journeys—Lori Siegel, founding partner, Centrix Wealth Partners; Michael Henley, founder & CEO, Brandywine Oak Private Wealth; and Terry Cook, CEO, Parcion Private Wealth.

When is it too late to go independent?

When is it too late to go independent?

By Mindy Diamond, WealthManagement.com – It’s hard to imagine that the world could evolve as much as it has in such a short time. As work lives have changed and the industry landscape continues to expand, it’s left many seasoned advisors to wonder how they can have greater freedom, flexibility and control over their businesses. However, they are often stymied by the belief that it may be “too late” for them to even consider it.

The 10 Most Valuable Insights from Breakaway Advisors

The 10 Most Valuable Insights from Breakaway Advisors

A special all-in-one-place, “best of the breakaways” show featuring curated conversations about the motivations behind the choice to leave the wirehouse world, the risks these breakaways took and the rewards they found waiting on the other side.

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Recent News & Articles

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  • Considering a Move? Here’s What You Need to Know: A Special Industry Update
  • Questions Every Advisor Should Ask Before Considering a Move: A Special Industry Update
  • Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value
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