DiscoverQuantum Growth for Financial AdvisorsExploring Your Affiliation Options as a Financial Advisor
Exploring Your Affiliation Options as a Financial Advisor

Exploring Your Affiliation Options as a Financial Advisor

Update: 2021-04-07
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Description

In this episode Louis Diamond, President of Diamond Consultants shares key considerations for advisors looking at their affiliation options. Louis begins by sharing how the industry has evolved over the years and how that has impacted an advisor’s earning capacity and client service. Next he discusses the independence continuum and the tradeoff between independence and support and how that translates into risk and reward. Louis explains the many factors that can impact an advisors satisfaction with their affiliation and the pros and cons of each channel. He finishes with a discussion about compensation and the implicit and explicit factors that can impact compensation over time.

Key Links

To learn more about Diamond Consultants: https://www.diamond-consultants.com

Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com

Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/

Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/
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Exploring Your Affiliation Options as a Financial Advisor

Exploring Your Affiliation Options as a Financial Advisor

Jonathan Kuttin