On this episode of Talking Wealth, Josh Brown is joined by Louis Diamond, CEO of Diamond Consultants, to break down the surge in advisor movement, with over 11,000 advisors switching firms in 2025.

They discuss what’s driving the trend, where top teams are landing, and whether a “winning model” even exists anymore. The conversation also covers what 2026 could look like, the impact of the LPL/Commonwealth deal, and how AI is starting to shape recruiting and consolidation across the industry.

Plus, Louis shares insights on advisor leverage, how top teams are weighing their options today, and the biggest mistakes to avoid when making a move.

This episode is brought to you by YCharts. Learn more at https://go.ycharts.com/talking-wealth, and get 20% off your initial YCharts Professional subscription (new customers only)

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