• Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues
    2024/10/31
    Dylan O’Shea offers a unique perspective from a growing advisor with a long runway who could have easily opted for a transition check but instead chose independence. He discusses why he joined Quorum Private Wealth, the value of their shared vision, infrastructure, and more.
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    44 分
  • Getting Unstuck: How to Change “What If” to “What Could Be”
    2024/10/24
    With Erin Rocchio, Managing Partner of Evolution Overview Advisors often face the fear of the unknown, feeling dissatisfied but stuck in “what ifs.” Erin Rocchio, coach and Managing Partner at Evolution, joins Mindy Diamond to share strategies that help advisors break free of this inertia, acknowledge fear, and open their minds to transformational change. Listen in... > Download a transcript of this episode… 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. About this episode... Many advisors reach a crossroads at some point in their careers, and it’s often rooted in the fear of the unknown. While they may be dissatisfied with the firm they work for, they’re challenged by the “what ifs.” So much so, that they often can’t see “what could be.” Yet, every day, there are advisors who choose to transition to another firm or model and ultimately transform their business lives. How do they do it? Is it courage? Will? Knowledge? Or something else entirely? Coach and Managing Partner of Evolution Erin Rocchio joins Mindy Diamond to explore the topic. Erin has a unique knack for helping people dig deep and break free of the inertia that prevents them from moving forward. She and Mindy discuss strategies that she employs with her clients to create transformational change in our business lives, including: Acknowledging fear—and how it can leave you paralyzed and stuck in a place that you’re not happy with. Fostering an open mind—and how that will help you navigate out of your comfort zone. Embracing the “white space”—and why it should be a life-long practice to help you manage risk. Managing ambiguity and anxiety—and how we’re not wired to handle as much as we accept. Maintaining stability through change—and how to find a “middle ground.” Determining readiness for change—and how to identify if you should stay or go. Ultimately, as Erin shares, there is a trade-off of comfort now for something more compelling in the future—but how do you manage that process? Listen in to learn actionable strategies and techniques that she employs with her coaching clients to help them get “unstuck”—and change “what if” to “what could be.” Products: www.ourwholenessatwork.com Coaching Services: www.Evolution.team LinkedIn: https://www.linkedin.com/company/evolution-service-corporation/ Enneagram X Burnout Card Deck 108 Mindful Practices for Sustained Wellbeing https://ourwholenessatwork.com/pages/enneagram-burnout-card-deck Burnout Recovery Circles https://evolution.team/wholeness-at-work-burnout-recovery-circles Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources The Strategic Due Diligence Roadmap for Financial Advisors A visual guide to help financial advisors embark upon an efficient process—one that is more likely to result in discovering Your Best Business Life™. Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives. Erin Rocchio, MPOD Principal, Executive, and Team Coach EXPERIENCE For over fifteen years, Erin has worked with executives across industries to find the sweet spot between business results and personal meaning. She designs and delivers transformational leader, team, and organization development in line with business strategy. Released in 2020, Erin’s inaugural publication, Wholeness at Work: Free Yourself from Burnout for Good,
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    54 分
  • Monetization vs. Independence: What’s the Best Path? A Special Industry Update
    2024/10/17
    Many advisors are drawn to independence for the control and equity-building potential it offers, yet find themselves wondering if monetization in the short term might be the better way to go. Jason Diamond and Mindy Diamond provide insights and guidelines to help advisors navigate these choices with strategies to assess factors like growth, profitability, succession planning, and short- vs. long-term goals.
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    37 分
  • How Simplicity Leads to Impactful Growth: Carl Richards’ Advice for Advisors
    2024/10/10
    Realizing common behavior gaps led Carl Richards to explore ways to simplify financial concepts and processes for clients. As a result, he’s become an industry thought leader who offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.
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    48 分
  • The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life
    2024/10/03
    Nate Harris recognized that the firm he first built his business at no longer aligned with what he deemed as his North Star. After extensive soul searching and due diligence, he decided to leave his team at Merrill and opted for the independent broker dealer model, which he felt would allow him to achieve all he desired and then some.
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    55 分
  • The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years
    2024/09/26
    Justin Berman shows that change is constant. After leaving Goldman Sachs in 2010 and growing his business from $1B to $5B in 10 years, he sought greater impact. He merged with Cresset Asset Management, boosting revenue from $17M to $27M in just 3 years.
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    51 分
  • Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses
    2024/09/19
    Three Merrill breakaways offer unique perspectives on the process of considering change, life outside the wirehouse, and filling the gaps that one might experience when leaving a big brand name behind to become an independent business owner.
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    56 分
  • Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision
    2024/09/12
    With Mindy Diamond and Jason Diamond Overview Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives. Listen in... > Download a transcript of this episode… 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. About this episode... This multi-faceted episode offers perspective on what advisors can glean from this invaluable resource, why Mindy wrote the book, and what she learned along the way. In seeing a significant gap in information available for financial advisors looking to optimize their businesses, Mindy took on the task of developing a one-of-a-kind book entitled Should I Stay or Should I Go? Mindy’s journey started 30 years ago and culminated in this expansive project: A roadmap designed to help top advisors think critically and objectively about their firms. Drawn from three decades of counseling financial advisors on the choices that impact their business lives, the book offers a self-guided process based on what Diamond Consultants practices with our own advisor-clients. Along with Jason Diamond, Mindy answers questions like: What’s the real value of this book? Why this book and why now? Who is the target audience? Do you need to be considering change to find value in the content? Why would a recruiter share her trade secrets? And much more! Mindy also shares examples and excerpts from the book, along with the type of guidance one could expect to find in it. So be sure to listen in for the inside story. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Should I Stay or Should I Go? The Book for Financial Advisors by Mindy Diamond. Available now! Why Settle for “Good Enough” When Great is Possible? In a vastly expanded industry landscape with more high-quality options than ever before, some advisors settle for “good enough” when the potential for “great” is often within reach. What’s holding them back? Financial Advisors: What’s The Risk Of Staying Put? Many advisors feel that changing firms or models is just too risky. But what they may not realize is that there’s also a risk to staying put. The 7 Unintended Consequences of Staying the Course While it may seem “safer” to stay put, there are risks in doing so that many advisors are unaware of. Top Tips for Setting Your Business Up for Success Years Before a Move A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not. Also available on your favorite podcast app and other media sites Browse other episodes in this podcast series...
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    31 分