Tag Archives: #JimDickson

Episode 137 – Sanctuary Wealth Oasis: Making the Advisor’s Life Easier – With Jim Dickson

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Jim Dickson is the CEO and Founder of Sanctuary Wealth: an advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve.

Live from the Sanctuary Oasis Conference in Las Vegas, Doug and Jim discuss Sanctuary Wealth’s impressive growth and how the platform helps advisors launch their careers and serve their clients.

They also discussed:

  • Sanctuary Wealth’s growth to oversee $25 billion in assets and the factors that have led to this massive growth
  • What about partnered independence is so attractive to advisors
  • The different ways that advisors can join Sanctuary Wealth
  • Jim’s outlook for M&A and if it will continue with these high levels
  • What Sanctuary Wealth looks for when approaching a potential acquisition
  • How Jim sees the hybrid RIA industry evolving
  • Some of the things that advisors should consider when they’re looking to grow their firms in the current environment

Resources:
Sanctuary Wealth

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Episode 19 – Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond and Jim Dickson

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , , , , , , ,

Adhesion Wealth, Diamond Consultants, and Sanctuary Wealth are all well-known for their laser focus on providing customized solutions to support the widely varied business models and challenges faced by advisors who are looking to go or already have gone independent. 

In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, takes the reins and leads a fascinating discussion with Louis Diamond, Executive Vice President and Head Consultant at Diamond Consultants, and Jim Dickson, CEO of Sanctuary Wealth, about what’s going on in the breakaway and independent channels. They also provide insight and practical options for advisors who are considering going independent:

  • The acceleration of advisor movement during the COVID-19 pandemic
  • Why are advisors deciding to go independent today? What challenges does that decision bring? 
  • How has the growth of the independent channel allowed more people to find their right version of independence?
  • What should advisory firms be doing to make themselves more attractive for new advisors looking for an affiliation model?
  • What are some challenges advisors face when going independent? And what solutions are available to address them?

Resources:  Adhesion Wealth | Diamond Consultants | Sanctuary Wealth

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