Close button

Sign up for the Avidian Report

Get weekly market insights in your inbox.

Published on: 08/04/2021

Mindy Diamond show featuring Robert Harris

Thank you so much to Diamond Consultants – Financial Advisor Recruiters and Consultants for having our very own Robert Harris, CFP® on the Mindy Diamond on Independence Podcast!

During their fascinating chat, Robert walks Louis Diamond through his journey from $750mm in managed wealth at a wirehouse to his new home at Avidian, and the difference this switch has made for he and his clients.

Robert candidly shares his story with Louis Diamond, including:

The value of a partnership to both the clients and business—and how they are challenged when individuals find themselves with disparate visions and goals.

The potential impact of retire-in-place-programs (such as UBS’s ALFA) on team members at different phases of their careers—and what each advisor needs to think about when a partner is considering signing on.

The process one goes through when breaking up a team—and how Robert resolved that, both emotionally and financially.

The pushes and pulls that led Robert away from UBS—and how, after exploring different options, he was drawn to independence.

Please read important disclosures here

Chevron right

Get Avidian's free market report in your inbox

Contact us

Schedule a conversation

Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*