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Louis Diamond
Provides insights and real-world examples on navigating the financial advisory landscape. He shares proactive strategies for advisors looking to course correct.
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May 29, 2025
• 30min
Who’s in Control: The Advisor or The Firm? A Special Industry Update
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Louis Diamond, a seasoned expert in the financial advisory landscape, offers invaluable insights for advisors feeling the pressure of corporate shifts. He discusses the often-overlooked power dynamics between advisors and their firms, especially during periods of change. Proactive strategies for retaining autonomy and adapting to unexpected compensation adjustments are highlighted. Louis emphasizes the importance of having a 'Plan B' and self-evaluation to navigate vulnerabilities, helping advisors rethink control in an evolving industry.
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