For Dan Johnson and his multi-generational team at Merrill it became apparent they each had different goals and timelines. He discusses why they chose different paths, opting for independence over a recruitment deal or inheriting a book and more.
By Mindy Diamond, WealthManagement.com – As big firms consolidate, more and more local branch offices are closing—and advisors are wondering what their options are.
How an ex-Wells Fargo Team Turned a “Paper Tablecloth” Vision into 3X Revenue and $8.5B in Assets in 5 Years
Gerry Goldberg, of GYL Financial Synergies, joins the show to share why he felt Wells Fargo FiNet wasn’t independent enough and how, as an RIA, his team tripled their assets and revenue, in partnership with Focus Financial Partners.
When it comes to building a strong business, nothing is better than a great partnership. Yet the shared mindset can change over time. Learn 10 questions to help determine if you’ve just hit a rocky patch or if breaking up may be the best path.
The Real Cost of “Waiting it Out”—Why Holding Out for the “Ideal Time” to Make a Move May Not be the Best Idea
By Mindy Diamond, WealthManagement.com – For many advisors, it’s momentum vs what could be “a chance of a lifetime.” Business is booming, and life is good. Certainly, much may have changed at your firm in the last year or so—some of which may even be for the better.
Solving for Freedom, Control & Succession: How the Next Gen of a $330mm UBS Team Forged a Path to Independence
Next gen advisor Bryan Garris wanted what other independent advisors had: The freedom and control to serve clients as true fiduciaries. After careful due diligence and planning, he and his partners left UBS to launch RIA TriaGen Wealth Management.
By Mindy Diamond, Forbes.com – Reaching clients and prospects has become equally challenging and auspicious—but there are efficient and effective ways for advisors to “get through.”
Mindy Diamond discusses how harnessing the power of content marketing has proven to be a powerful growth engine for her firm. She shares tips and advice for employee and independent financial advisors on how to build your own “marketing machine.”
By Mindy Diamond, WealthManagement.com – Most advisors focus their due diligence efforts on what’s best for the business today—a process that may solve short-term concerns but doesn’t always lead to the best solution for the long term.
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.
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