Compensation Planning, Compliance and Recruitment

Why should you stay where you are?

Diamond Consultants

JANUARY 21, 2025

Advisors regularly get calls from recruiters, consultants, branch managers, complex directors, business development officersthe list goes on and on. Yet there are certain realities that every advisor needs to be aware of (and as a recruiter, I know them very well!): So how can advisors ensure they are in the best possible place?

Recruitment

Recruitment Compensation Planning Clients Consulting

Satisfying an Advisor’s Quest for Independence as an Employee

Diamond Consultants

JUNE 28, 2023

They want to have a sense of ownership over how they run their practice—including the ability to hire and fire team members, distinguish themselves from their colleagues by marketing their business creatively, and be allowed to run their practice without as much interference from compliance. First, UBS left the Protocol for Broker Recruiting.

Compliance

Compliance Recruitment Clients Compensation Planning

Financial Advisor Source

Why should you stay where you are?

Satisfying an Advisor’s Quest for Independence as an Employee

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