Insights on transitions, independence and advisor growth.
The Diamond Podcast for Financial Advisors: Mid-Year Report on Deals, Transitions and RecruitingThe Diamond Podcast for Financial Advisors: Mid-Year Report on Deals, Transitions and Recruiting
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.
It’s hard to believe that we’re past the midpoint 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.
That's why we felt it was important to share a mid-year Industry Update on what deals we’re seeing 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.
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