By Jason Diamond, WealthMangement.com – When it comes to due diligence and even a transition, no two advisors – or their paths – are the same. Here’s why that matters…
By Jason Diamond, WealthManagement.com – Here are the 5 most common self-limiting statements that advisors share—and ways to reframe your thinking.
By Jason Diamond, WealthManagement.com – How to think about transition deals when evaluating a firm or model: 5 key considerations.
By Jason Diamond – Unfiltered, fresh, candid, and honest feedback straight from your Edward Jones peers who transitioned to another firm or model within the past 18 months.
By Jason Diamond, WealthManagement.com – Complacency is a funny thing: It’s easy to fall into and hard to get out of. But there are 6 common reasons advisors get stuck in the status quo. Knowing each, the path to regaining control becomes much clearer.
By Jason Diamond – While the firm continues to add new advisors to its ranks, it’s still struggling to keep pace in the so-called recruiting wars. And even current Jones advisors are wondering why.
An Independence Day Manifesto: What Does Independence Really Mean in the Wealth Management Industry?
By Jason Diamond, WealthManagement.com – While independence means less bureaucracy and red tape, it comes with additional responsibilities that advisors should be aware of before opting to make the leap.
By Jason Diamond, WealthManagement.com – There are many reasons why an advisor might prefer one firm over another. Moving beyond “table stakes” factors, here are 8 critical yet often overlooked considerations for evaluating potential firms—as well as your own.
By Jason Diamond, WealthManagement.com – When considering the products and services a firm provides in exchange for the revenue they keep, is it really a good value?
By Jason Diamond, WealthManagement.com – The natural order is being tested in the wealth management industry. And it will be some time before we see who the real winners and losers are.
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