A Former Wirehouse Advisor on What He Wishes He Knew...

It’s a common refrain we hear from advisors: “I thought I had everything I needed to serve my clients.”

In the wirehouse world, that was the belief Matt Celenza operated under.

But it wasn’t until his leap to independence that he realized Merrill’s “open architecture” was limited—a curated subset of what the $1.6B advisor can offer his UHNW clients today.

And while focusing on the long term was a primary motivation for his move, faster growth in the short term was a happy side effect.

In this special featured podcast episode, the former wirehouse advisor (our first guest on the series 6 years ago) revisits the show to share a candid perspective with the value of hindsight on what he wishes he knew before breaking away—the good, the bad, and everything in between.

It’s a point of view relevant to any advisor who has taken the time to consider their goals and is striving to live their best business life—so be sure to listen in.

Plus, if you’re considering exploration, there’s something you should be aware of first: Your personality type. Taking the time to “know thyself” beforehand will make the process of due diligence and ultimately decision-making, more strategic and efficient.

This week’s featured article offers 5 typical advisor archetypes and how these personas can influence the path to finding your best business life.

So, which archetype are you? Read on to find out…

Here’s to your continued growth,

Diamond Consultants

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