The 5 Advisor Archetypes: Which One Are You?
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…
How to Free Yourself from the “If Only” Mindset
By Jason Diamond, WealthManagement.com – Here are the 5 most common self-limiting statements that advisors share—and ways to reframe your thinking.
It’s Not About the Money (Until it’s About the Money!)
By Jason Diamond, WealthManagement.com – How to think about transition deals when evaluating a firm or model: 5 key considerations.
Post-Transition Survey: Checking in on Former Edward Jones Advisors Who Recently Moved
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.
The Perils of Letting the Tail Wag the Dog
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.
An Update for Edward Jones Advisors: What’s Driving Movement?
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.
How to Evaluate a Firm Beyond the Obvious: A Framework for Advisors
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.
The Inverse Grid: Is Your Firm Providing Enough Value?
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?
Mind the Pendulum: What the Bank Crisis is Teaching Us About the Industry Landscape
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.
