Mindy Diamond Financial Advisor Recruiter and Consultant
An Advisor’s Guide to 2026: What 2025 Set in Motion and What Comes Next
JAN 8, 202646 MIN
An Advisor’s Guide to 2026: What 2025 Set in Motion and What Comes Next
JAN 8, 202646 MIN
Description
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<h3>With Jason Diamond and Louis Diamond</h3>
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<p><strong>Overview</strong></p>
<p><em>As 2026 comes into focus, advisors face a new set of strategic questions. This Industry Update explores the forces reshaping growth, deal structures, and enterprise value—and what those shifts may signal for the new year and beyond.</em></p>
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<h3>Watch…</h3>
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<h3>Listen in…</h3>
<p><a href="https://hubs.ly/Q03Z_Xdr0" target="_blank" rel="noopener"><strong>></strong> Download a transcript of this episode…</a></p>
<p><i data-stringify-type="italic">NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. </i><i data-stringify-type="italic">Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.</i></p>
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<h3><strong>About this episode…</strong></h3>
<p>Over the last year, we’ve seen meaningful shifts in how advisors think about growth, long-term strategy, and enterprise-value creation. Some of those changes were obvious. Others were quieter, but no less consequential.</p>
<p>And with 2025 in the rearview mirror, the real question becomes: <em>What does it all mean for the year ahead?</em></p>
<p>Before this recording, we published our annual <a href="https://www.diamond-consultants.com/of-myths-and-moving-2025/">Of Myths and Moving </a>article—a retrospective look at the narratives that shaped advisor decision-making in 2025. This conversation builds on that foundation, but with a different objective: to share perspectives on<strong> what the road ahead may look like.</strong></p>
<p>Listen in as Jason and Louis discuss:</p>
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<li>The most prominent developments from 2025—and those we believe will continue to compound and serve as inflection points for advisors and firms.</li>
<li>Evolving deal structures—and what that means for advisors considering change.</li>
<li>The business models under increasing pressure—and where we expect the most advisor movement to come from next.</li>
<li>Creative capital constructs—and how it may impact the movement of top teams.</li>
<li>The realities around growth and scale—and how expectations are shifting across the industry.</li>
<li>The role of tech and AI—and whether advisors and firms will see advancements as a friend or foe.</li>
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<p>It’s an annual episode designed to help advisors think more clearly about the forces shaping their businesses and how to position themselves thoughtfully for what comes next.</p>
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<p><strong><em>Want to learn more about where, why, and how advisors like you are moving? </em></strong><a href="https://www.diamond-consultants.com/contact-us/"><strong><em>Click to contact</em></strong></a><strong><em> us or call 908-879-1002.</em></strong></p>
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<h3><b data-stringify-type="bold">Related Resources</b></h3>
<p><strong><a href="https://www.diamond-consultants.com/of-myths-and-moving-2025/">Of Myths and Moving: 2025</a></strong><br />
6 common misconceptions in the wealth management industry that have new meaning for financial advisors in the coming year.</p>
<p><strong><a href="https://www.diamond-consultants.com/the-transition-roundtable-merrill-ubs-wells-and-morgan-advisors-reflect-on-their-paths/">The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths</a></strong><br />
Four top advisors who each left a major firm share how they built successful independent businesses on their own terms. Originally recorded as a live webinar, this candid roundtable explores the real fears, challenges, and opportunities of transition, and what advisors wish they’d known before making the leap.</p>
<p><strong><a href="https://www.diamond-consultants.com/tools-and-resources/top-tips-for-setting-your-business-up-for-success-years-before-a-move/">Top Tips for Setting Your Business Up for Success Years Before a Move</a></strong><br />
Even if a move is years away, or just a possibility, these insights will help you position your business and team for success, whenever the time is right.</p>
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<h3 style="text-align: center;">Also available on your favorite podcast app and other media sites</h3>
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