Saturday, September 17, 2022
HomeWealth ManagementAn Replace on Advisor Motion within the Wealth Administration Business

An Replace on Advisor Motion within the Wealth Administration Business


We’re within the data enterprise. Certain, we’re recruiters, and whereas the result of guiding advisors by due diligence is that they resolve to make a transfer (or not), to tackle that duty of being a “trusted information” means we have to know our stuff. And we’re comfortable to share all that we all know.

As a result of each day advisors are asking us issues like:

  • Why are advisors at large brokerage corporations altering jerseys so typically?

  • Why are impartial advisors making strikes?

  • Which corporations are prime in recruiting and that are dropping?

  • What are transition offers like and the place are they trending?

  • What are a few of the key elements driving adjustments to aggressive recruiting?

  • What are some real-world examples of current strikes?

So we searched out the solutions and realized one thing:

We had been sitting on a goldmine of information.

As a result of to our information, there was no singular supply of such data.

That’s, a complete, data-driven exploration of monetary advisor motion over a selected timeframe.

And as college students of an ever-changing trade (like so many advisors we counsel), we’re genuinely interested by what this hard-to-obtain knowledge may reveal.

So with the episode we launch the primary version of the Diamond Consultants Transition Report. A semi-annual evaluation of Advisor Motion within the Wealth Administration Business.

This report serves as a framework for advisors who’re interested by motion and deal tendencies—and the potential influence on their careers and companies.

Louis Diamond and Jason Diamond focus on the method of making this report, how the information was derived, and the way the evaluation was created. They share the highest 10 key takeaways gleaned from the report and discover two consultant offers from the primary half of this yr. Plus, they provide a glimpse into how the tendencies of H1 2022 are impacting what we anticipate for the steadiness of this yr and past.

Obtain the report

Obtain a transcript of this episode…

Hearken to extra episodes of Mindy Diamond on Independence: A Podcast for Monetary Advisors Contemplating Change.

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