Beyond the Forgivable Loan: The Evolution of Advisor Transition Deal Structures Competition and an expanded landscape of options have resulted in additional deal structures for transitioning advisors. Read the article here:

But for others, it’s the last straw—the one that breaks the proverbial camel’s back. The financial impact of the changes may not be wildly significant—but the ever-diminishing control is a huge price to pay. #financialadvisors #financialservices #wealthmanagement

What’s one of the biggest drivers behind the push towards independence? 👉🏼 The desire to create something bigger than yourself. Katherine Forrester Schneewind talks about this and more in our latest podcast episode. Listen in to the full episode here:

What’s one of the biggest drivers behind the push towards independence? 👉🏼 The desire to create something bigger than yourself. Katherine Forrester Schneewind talks about this and more in our latest podcast episode. Listen in to the full episode here:

What’s one of the biggest drivers behind the push towards independence? 👉🏼 The desire to create something bigger than yourself. Katherine Forrester Schneewind talks about this and more in our latest podcast episode. Listen in to the full episode here:

Jim’s a smart, entrepreneurial guy, who built a business managing $85mm in assets at Edward Jones. Then the desire to achieve ‘more’ inspired him to make the leap to independence. It's a deft narrative around achieving extraordinary growth. Listen in:

Change is disruptive. And that’s not a bad thing. Because ‘disruption’ has come to represent ‘innovation’. And innovation breeds new ideas & greater potential. @MindyDiamond & I share some thoughts on why, and when, change might be a good thing:

Change is disruptive. And that’s not a bad thing. Because ‘disruption’ has come to represent ‘innovation’. And innovation breeds new ideas & greater potential. @MindyDiamond & I share some thoughts on why, and when, change might be a good thing:

Change is disruptive. And that’s not a bad thing. Because ‘disruption’ has come to represent ‘innovation’. And innovation breeds new ideas & greater potential. @MindyDiamond & I share some thoughts on why, and when, change might be a good thing:

Change is disruptive. And that’s not a bad thing. Because ‘disruption’ has come to represent ‘innovation’. And innovation breeds new ideas & greater potential. @MindyDiamond & I share some thoughts on why, and when, change might be a good thing:

Change is disruptive. And that’s not a bad thing. Because ‘disruption’ has come to represent ‘innovation’. And innovation breeds new ideas & greater potential. @MindyDiamond & I share some thoughts on why, and when, change might be a good thing:

RT @BermanThink: @NexusStrategy, @dannysarch, @tasnady_assoc and @LouisDiamondDC weigh in on new @MerrillLynch advisor training program: h…

#MLK

10 outstanding lessons in ~30 minutes. It’s an audio digest that captures candid and actionable advice from recent breakaways and established business owners. Listen in at the link below or on your favorite podcast app.

Listen in as @Mindy Diamond talks with RBC Wealth Management–U.S. President Tom Sagissor in our recent podcast episode. Hear the full interview on our website: or on your favorite podcast app. #financialadvisors #financialservices #wealthmanagement

Listen in to my conversation w/ Rich Mullen of Pallas Capital Advisors—whether you are currently an employee & interested to learn more about the potential of independence or a business owner who has their sights set on accretive inorganic growth.

For many advisors, it’s been a ridiculously good year. So why “mess with success” as Jason Diamond puts it? Jason shares several other plausible reasons in this article for @wealth_mgmt