The 10-minute download for financial advisors that takes a broader look at what’s going on in the wealth management world and the impact on their businesses.
In this episode, Mindy explores the industry landscape as a “continuum,” recent data on advisor movement and its impact on:
- Where advisors are going—and how movement is fueling the evolution of the landscape.
- The flow towards regionals and boutiques—and why these firms are winning the race for top talent.
- The movement of the “advisor elite”—and how that serves as a barometer for the wealth management industry at large.
It’s 10-minutes of insights with value for all advisors—just what you need to know to see your way forward clearly and thoughtfully.
To learn more about this series and for related content, visit: https://www.diamond-consultants.com/industry-update-bull-market-for-advisors-where-theyre-moving-to-and-why/