6 Factors That Trap Advisors in Indecision Mode
By Jason Diamond, WealthManagement.com – With The Clash ringing in their heads, advisors often get stuck when trying to answer the proverbial question: “Should I stay or should I go?”
Terminating a Note Early: When the Pain of Staying with a Firm Outweighs the Cost of Leaving
By Mindy Diamond and Jason Diamond, Wealthmanagement.com – Firms are making an investment in each advisor who signs on the dotted line. Likewise, financial advisors who accept a recruiting deal are signifying the intent to make good on the firm’s investment. But situations change over time—is there a way out?
Taking Due Diligence Beyond Exploration: 6 Important Considerations
By Jason Diamond, WealthManagement.com – When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon.
Why You Should – or Shouldn’t – Consider Changing Firms in a Down Market
By Mindy Diamond and Jason Diamond, AdvisorHub – While there is never a “perfect time” for a financial advisor to make a move, there are often perfect reasons to do so.
Celebrating Independence: Different Perspectives on How to Achieve Greater Freedom and Control
By Jason Diamond and Mindy Diamond, WealthManagement.com – Independence in the wealth management industry is much like your local ice cream shop: There are many different flavors to choose from.
From Blinders to Binoculars: Why the Shift to a Longer-Term “Business Owner” Mentality is Driving Movement
By Jason Diamond, WealthMangement.com – There was a time when many advisors would never have considered a move. Why would they? In the short term, there was nothing to solve for. But now they’re thinking differently.
An Open Letter to Edward Jones Advisors
By Jason Diamond – What’s changed at Ed Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions.
The Decision Guide: Simplifying the Daunting Process of Due Diligence
By Jason Diamond, WealthManagement.com – A step-by-step framework for evaluation of the when, how, and what of strategic due diligence.
The Next Gen Dilemma: 5 Unique Realities Faced by Successors
By Jason Diamond, WealthManaement.com – The path for next gen advisors can be wrought with some pitfalls, yet when walked with confidence and flexibility, it can be immensely rewarding.
If Not Another Wirehouse, Then What?
By Jason Diamond, WealthManagement.com – Advisors considering change want something more than what they have at their current firm. The good news is that there’s plenty to choose from. But that’s the bad news, too.
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