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In the News

Five Questions to Ask Before Jumping to a New Wirehouse Firm

Posted by Mindy Diamond

WealthManagement-com

By Mindy Diamond

You may think jumping from one wirehouse to another is like moving to the familiar house next door, with no hassles and little due diligence necessary. But any move, including one where there are preconceived expectations and a lucrative transition package, should move the needle in a positive way for your business. While these opportunities to leave may be enticing, advisors should consider all aspects of a move, including how it will impact their business, clients and life.

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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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