Ep #92: How to Make Yourself More Marketable with Louis Diamond

Louis Diamond is the President of Diamond Consultants, a financial advisor recruiting firm based out of Morristown, NJ. He joins the show today to discuss the recruiting landscape from a mergers and acquisitions perspective, including how the various channels are vying for established financial advisors in a highly competitive market. If you think your firm might be acquired, this is an episode you definitely won't want to miss! Listen in as Louis shares the top reasons that financial planners seek to make a move to a different firm or channel, how to appropriately evaluate new opportunities, and how to ensure as smooth a transition as possible in the process. We also discuss what sets the most successful planners apart from the rest, what new planners should do if their firm owner sells or merges with another firm, what to expect from the economics of one RIA acquiring another RIA, and more. You can find show notes and more information by clicking here: https://bit.ly/3v3P6i6