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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Brett Gilliland

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

Key insights shared by recent breakaway advisors and independent business owners curated from the 2021 season of the podcast series for financial advisors. Topics include why they chose independence, motivations to change, impact to clients and more.

A Northwestern Mutual Advisor’s “Jerry Maguire-Style” Breakaway Story

A Northwestern Mutual Advisor’s “Jerry Maguire-Style” Breakaway Story

As a Managing Director at Northwestern Mutual, Brett Gilliland had a unique perspective of the limitations at the firm. So after 13 years and with $300mm in AUM, he left to build Visionary Wealth Advisors, today a $1.8B firm.

Recent News & Articles

  • Should FAs Be Tested for Cognitive Decline?
  • The Path to Independence: 6 Key Elements to Consider Before Starting Your Journey
  • Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
  • UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
  • From Institutional to Private Wealth: A Former UBS Advisor on Growth, Expansion and Building a $6B Firm
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