A total of 9,674 experienced advisors changed jerseys in 2023, according to the most recent Diamond Consultants Advisor Transition Report.
Understanding the activity of your peers will help you become a smarter advisor and a better steward for your clients.
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.
Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.
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.
Kitces discusses the 2023 Advisor Wellbeing Study and the factors contributing to advisors’ happiness.
Bob Thornton and Megan Whalen candidly discuss the fallout from First Republic Bank and building a new RIA backed by private equity firm Summit Partners.
The final impact has yet to be determined.
By developing a consistent practice around these mindset techniques, advisors can get greater clarity and awareness.
