Podcast Episode Details

About this episode…

With so many firms competing for top talent, the question isn’t whether advisors have options—it’s how they choose and why.

That is, it really comes down to what distinguishes a “good firm” from the one that actually wins the talent.

Because the reality is that advisor expectations have changed. What used to be considered best-in-class is now often table stakes. Today’s winners provide clarity, consistency, flexibility—and a value proposition that meets advisors where they are.

In this special Industry Update, Louis Diamond and Mindy Diamond share their view of the market—what advisors are telling us they value most, what’s become commoditized, and which firms are truly winning the attention and trust of top talent.

They discuss:

• Why more firms are starting to look – and feel – the same.
• What’s changed in advisor expectations over the last decade.
• The “deal breakers” we see after a transition.
• Why some firms excel in one area but fall short in others.
• What the ideal firm of the future might look like if you built it from scratch.
• And much more.

Whether you’re simply curious how the landscape is shifting, considering a move, or leading a firm, this episode is designed to give you a clear and candid snapshot of what’s working, what’s not, and what might be coming next.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.