PLAY PODCASTS
Industry Update: 10 Reasons Why Some Financial Advisors Shouldn’t Go Independent
Season 1 · Episode 114

Industry Update: 10 Reasons Why Some Financial Advisors Shouldn’t Go Independent

The Diamond Podcast for Financial Advisors · Mindy Diamond Financial Advisor Recruiter and Consultant

April 15, 202132m 21s

Audio is streamed directly from the publisher (media.blubrry.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

With Louis Diamond

It might seem odd for a show called Mindy Diamond on Independence to have an episode discussing the reasons why independence might not be right for you.

But the truth of the matter is, there are plenty of reasons why independence isn’t for everyone.

And it’s the mission of this series to be honest and balanced—and share what we’re hearing and seeing from advisors and firms in every corner of the landscape.

So, regardless of how often we share success stories from breakaway advisors or business owners who are crushing it in terms of growth, there are many advisors who simply recognize that independence isn’t right for them.

Listen in as Louis and Mindy break down the 10 most common reasons for advisors to “not make the leap.”

Download a transcript of this episode…

 

Related Resources

The Wirehouse World: Why it’s Still the Right Place for Many Advisors
In a landscape with more options than ever before, a move from one big brokerage firm to another is more often the exception than the rule these days. Read->

What’s Changing at the Wirehouses—and Why You Need to Pay Attention
As firms cut back on recruiting and amp up their retention efforts, the balance of power shifts further and further away from the advisors—diminishing leverage, business value and opportunity, and leading down a path that advisors fear most. Read->

Is Deferred Compensation Holding You Captive?
3 options for advisors who are feeling the ever-tightening squeeze of their firms’ “golden handcuffs.” Read->

Move Once, Monetize Twice
Weighing all of your options may result in doubling the returns; in essence, moving once yet monetizing twice. Read->

Also available on your favorite podcast app and other media sites

                            

WealthManagement.com            Feedspot Top 35 Podcasts for Financial Advisors

 

Browse other episodes in this podcast series…