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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Protocol or Not: 7-Steps for Financial Advisors [Infographic]

Protocol or Not: 7-Steps for Financial Advisors [Infographic]

Posted by Mindy Diamond

A shareworthy Infographic for Financial Advisors

Here are 7 things financial advisors should be doing now, even if you’re not planning a move.

Diamond Consultants Post-Protocol Infographic

Related Topics…

What you need to know about UBS leaving the Protocol

Exiting the Protocol: What does it mean for advisors?

What’s the Protocol for Change for Non-Protocol Advisors?

Podcast: Mindy Diamond on Independence

 

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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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