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

The Diamond Podcast for Financial Advisors

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Navigating Uncertainty: Advisors in Flux

This chapter examines the challenges faced by financial advisors at W-2 firms during periods of corporate change, particularly following acquisitions. It discusses the impacts of these shifts on advisors' operations, compensation, and client relationships while emphasizing the need for contingency planning. Through real-world examples, it reassures advisors of their influence and the importance of adapting to an evolving industry landscape.

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