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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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succession

Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change

Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change

Advisors considering a change of firms or models often have a lot of questions. This episode tackles the 10 most frequently asked by advisors and dispels some of the myths and misperceptions that often stop them from realizing their true potential.

Stuck in Place: How Merrill’s CTP Has Senior Advisors Right Where the Firm Wants Them

Stuck in Place: How Merrill’s CTP Has Senior Advisors Right Where the Firm Wants Them

By Mindy Diamond, WealthManagement.com – Financial advisors who opted-in to Merrill’s CTP (Client Transition Program) are finding they are stuck in the ironclad agreement, bound by a strict non-compete and clawbacks. It’s a cautionary tale for advisors who have yet to sign on.

Industry Update: 7 Real-World Lessons We Learned on Succession Planning

Industry Update: 7 Real-World Lessons We Learned on Succession Planning

The goal of succession planning is to “future-proof” the business, developing a strategic guide built upon the leader’s vision, sustainable scale and continual growth for the future of the firm. Mindy and Louis Diamond share key lessons from their succession planning journey, the art of “co-leadership,” choosing a successor, and more.

Diamond Consultants Names Louis Diamond President To Increase Advisors’ Access to Personalized, Unbiased Career Counsel

Diamond Consultants Names Louis Diamond President To Increase Advisors’ Access to Personalized, Unbiased Career Counsel

Louis Diamond to join CEO Mindy Diamond in expanding the firm’s signature 360-degree counsel and industry-leading commentary; will lead the transformation of the firm into a streamlined enterprise.

Will the pandemic lead to a historical wave of retirement among advisors?

Will the pandemic lead to a historical wave of retirement among advisors?

Wendy Leung Quoted – By Jameson Berkow, The Globe and Mail – The COVID-19 pandemic has triggered a wave of succession planning among financial advisors that some experts believe could become the largest transition the industry has ever seen.

Industry Update: Understanding the Real Value of a Financial Advisor’s Business

Industry Update: Understanding the Real Value of a Financial Advisor’s Business

Many advisors wonder whether their business value can be maximized under a brokerage umbrella. Louis Diamond shares 3 valuation scenarios, as well as sheds light on why so many advisors choose to go independent on the back 9 of their careers.

A Wake-Up Call for Wirehouse Advisors: Why Many are Re-Assessing the Status Quo

A Wake-Up Call for Wirehouse Advisors: Why Many are Re-Assessing the Status Quo

By Mindy Diamond, InvestmentNews.com – Most wirehouse advisors don’t typically spend a lot of time thinking about their end game. And industry studies bear that truth: It’s reported that some 70% of financial advisors do not have a formal or written succession plan. With the average age of financial advisors in the late 50s, that’s a pretty alarming statistic.

Industry Update: On Clashes, Sleeping Giants, and the Handwriting on the Wall

Industry Update: On Clashes, Sleeping Giants, and the Handwriting on the Wall

A new bi-weekly podcast segment that takes a look beyond independence into what’s going on in the wealth management world at large. 10-minutes on 3 key things happening now and the impact on how financial advisors serve their clients and grow their businesses.

Merrill’s Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients [Video]

Merrill’s Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients [Video]

By Mindy Diamond – With the anticipated announcement of an enhanced CTP, Mindy Diamond spoke to Merrill breakaway executive Vince Fertitta for his take on what it could mean for advisors, next gen and clients.

7 Things Advisors Need to Know About Succession Planning

7 Things Advisors Need to Know About Succession Planning

Louis Diamond takes over the mic to share actionable advice on succession planning for all advisors no matter your age, stage of your career, or whether you’re seated at a wirehouse or are an independent business owner.

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