Book details

  • Genre:business & economics
  • Sub-genre:Careers / General
  • Language:English
  • Pages:156
  • Hardcover ISBN:9781963911312

Should I Stay or Should I Go?

A Financial Advisor's Guide to Thinking Through Their Biggest Decision

By Mindy Diamond

Overview

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 reading this book, advisors will come away with the answer to the seminal question: Should I Stay or Should I Go?
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Description

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 reading this book, advisors will come away with the answer to the seminal question: Should I Stay or Should I Go?
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About The Author

Mindy Diamond, CEO of Diamond Consultants Mindy started Diamond Consultants in 1998 with nothing more than a pad, pen, and phone, working from the bedroom floor in her home. The business became a "third child" that she nurtured and developed into one of the leading consulting and recruiting firms for financial advisors in the country. She and her team employ a unique relationship-driven approach that helps individuals and organizations achieve what she calls their "Best Business Life." Additionally, Mindy is considered one of the industry's top thought leaders and is regularly quoted by national media such as The Wall Street Journal, Barron's, The New York Times, and CNBC, and is a guest author on industry publications including WealthManagement.com and Forbes. Her podcast series, "The Diamond Podcast for Financial Advisors," has become what many consider their "go-to source" for education on the industry landscape.
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