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In the News

Is This Firm the Right One?

Posted by Mindy Diamond

WealthManagement-com

By Mindy Diamond

Asking the right questions and paying attention to the answers is key to ensuring the next step is the right one.

The most stressful time for an advisor who’s thinking about leaving their firm is the time “in between”—that is, the time between deciding it’s time to go and actually making the leap.

What questions should an advisor ask of the prospective new firm(s)?

What are the things a responsible steward of clients should be concerned about?

And, if faced with multiple offers, how does an advisor ultimately choose the right home?

Read more…

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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