With Louis Diamond and Jason Diamond

Overview

Using the Diamond Consultants trademark data-driven analysis and insights on recruiting and deals, Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year. 

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

It’s hard to believe that we’re past the mid-point of 2024 and are already gathering data for our next transition report.

It’s going to be another massive effort because this year is already proving to be incredibly active: Based on what we’re seeing, the pace of transitions is currently surpassing 2023.

Which is why we felt it was important to share a mid-year Industry Update on what we’re seeing in the way of deals and dive into some of the most noteworthy transitions to date.

Using our trademark data-driven analysis and insights on the state of recruiting and deals, Louis Diamond and Jason Diamond share:

• An overview of recruiting—including trends and success stories from the first half of 2024.
  
• A review of 2023 predictions—and which were on the mark, and which were off.
  
• A “look ahead”—with predictions for the rest of 2024 and 2025.
  
• An update on deals—and which firms are winning and losing the battle for top talent.
  
• Plus, a review of notable transitions from the first half of 2024.
  

Consider it a mid-year companion to our trademark Transition Reports, with a sneak peek into the data and insights contained in the forthcoming firm-focused reports for Merrill, UBS, and Edward Jones. So listen in to get the latest scoop.

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

Diamond Consultants 2023 Advisor Transition Report

An Update on Advisor Movement in the Wealth Management Industry

COMING SOON – Diamond Consultants Merrill Advisor Transition Report 2024

A “firm-focused report” seeks to look under the hood at movement to and from Merrill from January to June of 2024

COMING SOON – Diamond Consultants UBS Advisor Transition Report 2024

A “firm-focused report” seeks to look under the hood at movement to and from UBS from January to June of 2024

COMING SOON – Diamond Consultants Edward Jones Advisor Transition Report 2024

A “firm-focused report” seeks to look under the hood at movement to and from Edward Jones from January to June of 2024

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