Скачать или смотреть 17. Working as an Independent Advisor with Louis Diamond & Robert Sandrew

Now, more than ever, advisors have options and opportunities to put them ahead of the competition. 

In this episode, Matt Ackermann is joined with Louis Diamond of Diamond Consultants and Robert Sandrew of Integrated Partners as they discuss the process of making the move to being an independent advisor. Matt, Louis and Robert discuss what goes into making the move, and why now might be the best time to do it. 

Louis & Robert discuss:

Why more advisors are making the move to being independent as a result of the COVID-19 Pandemic
Why some advisors are in neutral and do not want to transition to independence 
What advisors could be doing to get more comfortable with the idea of becoming independent
What to expect from advisors moving into 2021 and beyond
And more

Connect With Louis Diamond:

(908)879-1002 
Diamond Consultants 
LinkedIn: Louis Diamond

Connect With Matt Ackermann & Robert Sandrew:

[email protected] 
(781)890-3045
Integrated Partners
LinkedIn: Matt Ackermann
LinkedIn: Robert Sandrew
LinkedIn: Integrated Partners
Twitter: Integrated Partners

About Our Guests:

Louis Diamond has guided many of the top teams in the industry as they’ve transitioned to another employee-model firm or launched RIA firms. As a next generation leader for Diamond Consultants, Louis has a first-hand understanding of the needs and requirements of complex multi-generational teams.

Robert Sandrew supports Integrated Partner’s growth by overseeing recruiting initiatives within the organization. Using his deep bench knowledge of the financial industry, Robert applies a consultative approach in assisting advisors in assessing their business model options.

Disclosure:

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

Louis Diamond  is president of Diamond Consultants and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.