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How the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective - A Podcast for Financial Advisors - Diamond Consultants
Attorney Matt Baum breaks down the facts on the latest FTC Noncompete Rule, the potential impact on a financial advisor’s business, current agreements, transitions, and more.
Transition Announcement: $400mm+ Multi-Generational Team Leaves Merrill for Raymond James - Diamond Consultants: Financial Advisor Recruiting Firm
With over 30 years at Merrill, Vincent “Vinny” Zaccardi could have easily opted for the firm’s retire-in-place program, but he and his son and partner Nick were focused on the future.
Private Bankers Back in Recruiting Crosshairs at Wirehouses - Diamond Consultants: Financial Advisor Recruiting Firm
UBS, Merrill Lynch and other large firms are actively recruiting private bankers and salaried wealth advisors using deals that boost recruits’ compensation while insulating against weak asset portability, according to recruiters.
A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model - A Podcast for Financial Advisors - Diamond Consultants
In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model. They share why supported independence changed their path toward the future.
How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update - A Podcast for Financial Advisors - Diamond Consultants
In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition. In this special episode, Mindy and Louis Diamond share a process for answering the seminal question: Is change really worth it?
Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services - A Podcast for Financial Advisors - Diamond Consultants
This episode delves into the latest report by John Bowen and CEG Worldwide, identifying action items to help financial advisors deliver exactly what clients want.
4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth - A Podcast for Financial Advisors - Diamond Consultants
What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experiencing.
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance - A Podcast for Financial Advisors - Diamond Consultants
Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.
Recruiting Picked Up in 2023 Despite Headwinds - Diamond Consultants: Financial Advisor Recruiting Firm
Following the collapse of First Republic, many believed that there would be a negative impact on financial advisor recruiting. However, this concern was unfounded as more than 9,600 experienced advisors switched firms last year, which was a 7.5% increase from 2022 according to a report from Diamond Consultants.
An Industry Update on Advisor Transitions and Deals: The 2023 Report - A Podcast for Financial Advisors - Diamond Consultants
In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.
RayJay’s Aspirations to Hook Larger Teams Lauded by Analysts - Diamond Consultants: Financial Advisor Recruiting Firm
Raymond James is trying to boost revenue by refocusing its recruiting efforts on financial advisors who oversee large books of business. The process involves targeting fewer advisors but zeroing in on larger shops.
Advisor Recruiting Activity Stayed Strong in 2023 Despite Bank Turmoil. Expect More Moves This Year. - Diamond Consultants: Financial Advisor Recruiting Firm
Advisor recruiting moves increased at a healthy clip last year despite a regional bank crisis that took down First Republic Bank, one of the industry’s leading recruiters, according to a new report by Diamond Consultants.
Add FAs, Digitize, Cross-Sell: BofA Boss's Wealth Biz Growth Plan - Diamond Consultants: Financial Advisor Recruiting Firm
Bank of America Chair and Chief Executive Officer Brian Moynihan says there’s plenty of runway for his firm’s wealth management unit to get more production out of its advisors and increase profits.
Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update - A Podcast for Financial Advisors - Diamond Consultants
A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not.
Summit Partners Backs Ex-First Republic Wealth Chief’s RIA Venture - Diamond Consultants: Financial Advisor Recruiting Firm
Boston-based private equity firm Summit Partners is backing former First Republic Private Wealth Management head Bob Thornton’s wealth management venture, according to an announcement on Thursday.
The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners - A Podcast for Financial Advisors - Diamond Consultants
Former President of First Republic Private Wealth Management Bob Thornton talks about the fallout from the banking crisis and his new chapter building an RIA backed by private equity firm Summit Partners.
Bourbon, Real Estate, and Golf Courses: How Innovations in Investments, Training, and Client Service Built a $9.4B Business - A Podcast for Financial Advisors - Diamond Consultants
Gary Furukawa and Erik Morgan of Freestone Capital share how their success is driven by creating unique solutions for clients, training their team, and managing investments.
Embracing a Growth Mindset: Best Practices for Top Advisors from AllianceBernstein’s Head of Private Wealth - A Podcast for Financial Advisors - Diamond Consultants
Top firm leader, Onur Erzan discusses how a growth mindset transcends AllianceBernstein’s culture, from its enhanced value proposition to its blend of proprietary and open architecture solutions.
2023’s Most Valuable Insights on Transitions, Independence, and Advisor Growth - A Podcast for Financial Advisors - Diamond Consultants
The best advice from top advisors on eliminating limitations and bureaucracy, fostering growth, maximizing business value, and ensuring your firm is the right place for your clients and business for the long term.