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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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In the News

On the Fence About Switching Firms? Get Methodical

Posted by Howard Diamond

Financial Advisor-IQ

By Howard Diamond

As a longtime fan of classic rock, I am frequently reminded of The Clash’s 1982 hit “Should I Stay or Should I Go?” when I encounter advisors who have mixed feelings about relocating their practice or going independent. Often these folks have a sense that they are not at the right place and wonder if growth opportunities might be outside the confines of their current firm. In these situations, I find most advisors do not spend nearly enough time doing the strategic analysis that should go into a decision of this magnitude. And poor planning can potentially have disastrous effects both on the advisor’s bottom line and the end-client’s overall experience.

To help them avoid making an uninformed decision, I recommend that advisors embrace a methodology for exploring their career options. The approach outlined below can give them greater control over their professional destiny and, ultimately, the ability to serve their clients better.

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About Howard Diamond

Chief Operating Officer and General Counsel – A legal and business background combined with over a decade of experience in the wealth advisory space. Already a successful lawyer and litigator, the growth of Diamond Consultants presented a new career opportunity for Howard in 2005. Learn more...

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