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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Sound View Wealth Advisors

Shrink to Grow: Why Advisors are Making the “Strategic Decision” to Let Go of Assets

Shrink to Grow: Why Advisors are Making the “Strategic Decision” to Let Go of Assets

By Mindy Diamond, WealthManagement.com – In a world where bigger is considered better, many of Wall Street’s most talented and productive advisors are opting to go against the grain and leave chips on the table.

Betting on the Long-Term: Former Merrill Resident Director Shares Why Her $1B Team Broke Away

Betting on the Long-Term: Former Merrill Resident Director Shares Why Her $1B Team Broke Away

Former Merrill Lynch Resident Director Melissa Bouchillon shares what it takes for an RD to consider independence, Merrill’s push to sell bank products, how they compensated a partner who signed onto CTP, why they chose Focus Financial and more.

Recent News & Articles

  • Industry Update: Should You Consider a Move When Markets are Turbulent?
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  • 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
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