Compensation Planning, Investments 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!): Stay because you have the ability to serve clients without limitation.

Recruitment

Recruitment Compensation Planning Clients Consulting

Satisfying an Advisor’s Quest for Independence as an Employee

Diamond Consultants

JUNE 28, 2023

First, UBS left the Protocol for Broker Recruiting. Wells offered them the ability to have a unique brand on their website, a custom-built space, and demonstrated through the recruitment process that management could remove obstacles more easily than they experienced at UBS. But things started to change at the firm.

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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