About this episode
A Special Industry Update, With Jason Diamond and Mindy Diamond
Overview
From due diligence to culture fit, client communication to deal evaluation, there’s far more to moving than meets the eye. In this special Industry Update, Jason and Mindy unpack the real playbook behind advisor transitions – the triggers, misconceptions, and timelines – plus lessons from the recent $129B Merrill breakaway that prove why no advisor is “too big” for change.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
About this episode…
Everything about a transition can seem incredibly overwhelming.
From understanding “the why’s” of a move, then conducting due diligence, and on to aligning the right models, and selecting the best firms, it might seem like a fairly linear process.
And for some it can be.
But for others, the layers of minutiae can be daunting.
Essentially, it comes down to the adage, “You don’t know what you don’t know.”
In this episode, Jason Diamond is joined by Mindy, to fill in some of those blanks and share some inside baseball on how to get from here to there, including:
The main triggers that drive an advisor to consider a move—and why it’s typically not about frustration.
The biggest misconceptions about change—and what most advisors say after they’ve transitioned.
Conducting due diligence—and what key pieces of information you need to gather in the process.
Assessing culture—and how to really get a sense of what a firm stands for.
