Change Starts with Awareness, Yet it’s Acceptance that Defines Your Future
By Mindy Diamond – Psychologist Nathaniel Branden said, “The first step toward change is awareness. The second step is acceptance.” I think about this simple
By Mindy Diamond – Psychologist Nathaniel Branden said, “The first step toward change is awareness. The second step is acceptance.” I think about this simple
By Mindy Diamond – I’ve written much about the decision-making process that an advisor goes through in order to determine if his firm is the
By Mindy Diamond – While it’s human nature to strive for “perfection”, one thing I’ve learned: Perfection is nearly impossible to achieve when it comes
By Mindy Diamond – Why the recent push to recruit women advisors? Of course, it’s politically correct to do so and satisfies a diversity initiative.
By Mindy Diamond – Every day, I talk with financial advisors who finish the sentence “in a perfect world” with the words “go independent” because
By Mindy Diamond – “Will my clients follow me?”
“How deep are my relationships?”
“Do I have the confidence to test their loyalty
By Mindy Diamond – The Protocol for Broker Recruiting was a game changer. It was created in 2004 by three of the then five wirehouses
By Mindy Diamond – Institutional advisors – those whose clients are charitable organizations, corporations, retirement plans, Taft Hartley plans, municipalities, government entities and the like
By Mindy Diamond – Just before year-end 2015, I wrote a piece entitled Awaiting the DOL Storm. Its premise was that advisors were awaiting a
By Mindy Diamond – As the cost of doing business rises, there’s no doubt many owners of wealth management firms are feeling the pinch. With