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Woodbury Financial lures $2B OSJ after LPL deal

Barbara Herman Quoted - By Tobias Salinger, Financial Planning - Woodbury Financial Services notched its second major recruiting grab in just two weeks, adding an SII Investments firm with $2 billion in client assets and 52 advisors to its ranks. “They have the size, the scale, the quality, but they certainly have the means of supporting these OSJs,” says Barbara Herman, a senior vice president with Diamond Consultants. “There’s sort of this short list of proven winners in this space who can handle the complexity of a large OSJ move.”

Barbara Herman Quoted
By Tobias Salinger

Woodbury Financial Services notched its second major recruiting grab in just two weeks, adding an SII Investments firm with $2 billion in client assets and 52 advisors to its ranks.

“They have the size, the scale, the quality, but they certainly have the means of supporting these OSJs,” says Barbara Herman, a senior vice president with Diamond Consultants. “There’s sort of this short list of proven winners in this space who can handle the complexity of a large OSJ move.”

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Barbara Herman

Senior Vice President – Barbara has developed deep and longstanding strategic relationships with financial services firms – from wirehouses to boutiques, as well as the diverse independent space – and works with some of the most sophisticated teams and individual advisors. She’s committed to providing sound advice and guidance based on her unique perspectives on the industry and ability to identify creative solutions. Learn more...

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