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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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How an ex-Wells Fargo Team Turned a “Paper Tablecloth” Vision into 3X Revenue and $8.5B in Assets in 5 Years

How an ex-Wells Fargo Team Turned a “Paper Tablecloth” Vision into 3X Revenue and $8.5B in Assets in 5 Years

Gerry Goldberg, of GYL Financial Synergies, joins the show to share why he felt Wells Fargo FiNet wasn’t independent enough and how, as an RIA, his team tripled their assets and revenue, in partnership with Focus Financial Partners.

The Friend Factor: Should You Join Another Firm Just Because Your Friend Did?

The Friend Factor: Should You Join Another Firm Just Because Your Friend Did?

By Allison Brunwasser, WealthManagement.com – While another advisor’s move may sound great, the reality is that every advisor’s business, clients, and vision for the future look different—and what works for them, may not work for you.

The Real Cost of “Waiting it Out”—Why Holding Out for the “Ideal Time” to Make a Move May Not be the Best Idea

The Real Cost of “Waiting it Out”—Why Holding Out for the “Ideal Time” to Make a Move May Not be the Best Idea

By Mindy Diamond, WealthManagement.com – For many advisors, it’s momentum vs what could be “a chance of a lifetime.” Business is booming, and life is good. Certainly, much may have changed at your firm in the last year or so—some of which may even be for the better.

One Advisor, One Great Business, Three Possible Paths

One Advisor, One Great Business, Three Possible Paths

By Mindy Diamond, WealthManagement.com – Most advisors focus their due diligence efforts on what’s best for the business today—a process that may solve short-term concerns but doesn’t always lead to the best solution for the long term.

Why Advisors in “Growth Mode” Are Sacrificing Momentum to Change Firms or Models

Why Advisors in “Growth Mode” Are Sacrificing Momentum to Change Firms or Models

By Louis Diamond, Investment News – It seems to be counter-intuitive for an advisor or team who may be riding the wave of their “best year ever” to change jerseys or break for independence. Yet it’s happening in record numbers.

From Bigger to Better: How a Former Smith Barney Superstar Found Her Competitive Advantage in Independence

From Bigger to Better: How a Former Smith Barney Superstar Found Her Competitive Advantage in Independence

Lori Van Dusen shares a perspective that spans over 3 decades—a career that started with Shearson Lehman Brothers in 1987, a bold breakaway from Citigroup Smith Barney to independence in 2008, followed by a second leap to build her current firm LVW Advisors.

$1.2B ex-UBS Advisor on Independence and the Value of “Controlling Your Own Ship”

$1.2B ex-UBS Advisor on Independence and the Value of “Controlling Your Own Ship”

After building a $1.2B business at UBS, Matt Kilgroe and his team found they were limited in what they could do for their clients. So in June of 2020, amidst the pandemic, they launched RIA Cyndeo Wealth Management and haven’t missed a beat.

Interim Moves: A Growing Trend Among Advisors

Interim Moves: A Growing Trend Among Advisors

By Deborah Aronson – Advisors choose to move from one wirehouse to another for a number of reasons, not the least of which is their turnkey nature and brand cachet. In the last few years, though, a new motivator has emerged: the desire to make an interim move before making the leap to independence.

RIA, IBD or somewhere in between: Which version of independence is right for you?

RIA, IBD or somewhere in between: Which version of independence is right for you?

By Wendy Leung, ThinkAdvisor – As the interest in attaining freedom, flexibility and control continues to surge among advisors, new independent models are being born at a rapid pace to accommodate them, providing more choice than ever before.

Aligning Your Inward and Outward Pointing Compass: A Process for Advisors Considering Change

Aligning Your Inward and Outward Pointing Compass: A Process for Advisors Considering Change

By Louis Diamond, WealthManagement.com – All journeys begin with a direction. And whether you’re driving in your car, taking a walk, or even going for a hike, having some preconceived notion around where you’re headed helps to ensure that the desired destination is ultimately reached without getting lost along the way.

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