Financial Advisor Business: A Blueprint For Forging Successful Partnerships
September 24, 2018
Louis Diamond Quoted
By Morey Stettner
Few people propose marriage on a whim. In the financial advisor business, the same goes for those who weigh whether to enter into a professional partnership.
It’s more common to think carefully about the commitment you’re considering — and examine the likelihood of its success.
Louis Diamond says the best partnerships flow from diligent preparation. Advisors lay the groundwork by clarifying their goals, researching their options and selecting potential partners in a deliberate, disciplined manner.