Who’s in Control: The Advisor or The Firm? A Special Industry Update

Episode notes

With Jason Diamond & Louis Diamond Overview The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impact of mergers and acquisitions, new mandates, heightened vulnerability, and more. 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… Advisors, especially those at the big firms, often spend years at one firm, satisfied with their ability to serve clients and grow their business, without much consideration of who’s “really” in control. Then that sense of calm is disrupted: perhaps a rumor is leaked online, or a major change at the firm is announced in the press or at the firm’s annual meeting.

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