Should I Stay or Should I Go?
A Financial Advisor's Guide to Thinking Through Their Biggest Decision
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Should I Stay or Should I Go?
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Narrated by:
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Mindy Diamond
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By:
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Mindy Diamond
About this listen
A FINANCIAL ADVISOR'S GUIDE TO THINKING THROUGH THEIR BIGGEST DECISION - As a financial advisor, you hold yourself to the highest standards of integrity, honesty, and credibility. You're successful because you take your professional responsibilities seriously and are dedicated to your clients, but are you living your best business life? Are your goals aligned with your firm's, or could a better option exist?
"Should I Stay or Should I Go?" was written with you in mind: someone who may have asked those very questions. It's a self-guided journey that walks you through the key steps that Diamond Consultants takes with their advisor clients. This strategic thought process and road map to professional self-discovery is designed to help you ask the right questions and think critically and objectively–whether you are considering a change or not.
The book aims to help you identify your goals and then weigh each vs. the status quo (your current firm) or another option. Additionally, Diamond shares an overview of the landscape, advice on managing the due diligence process, the realities around the economics of a move, and essential concepts and strategies that advisors need to be aware of. Ultimately, after listening to this book, advisors will come away with the answer to the seminal question: "Should I Stay or Should I Go?"
©2023, 2024 Mindy Diamond (P)2024 Mindy DiamondRelated to this topic
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