Bridge over ocean
1 March 2017 Multimedia

Look Before You Leap

US Wealth Advisers in a Dynamic Environment

  1. Mindy Diamond

Mindy Diamond, President and CEO of one of the industry’s top recruiting and consulting firmsDiamond Consultants, will describe the evolved landscape of wirehouses, independent broker-dealers, and registered investment advisers, and the new opportunities available for advisors considering change. She will relate her firm’s experience in helping wealth advisors consider where the “right home” is for their practice by providing perspectives on the advantages and disadvantages of each business model, and describing and diagnosing various case studies from her practice. Attendees will leave with a greater understanding of the opportunities available, as well as insight into the decision-making process an advisor goes through to successfully transition his or her practice.

This is an archived recording of a live webinar that took place on 1 March 2017.

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