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In the News

How to Get Unstuck: 10 Questions for Advisors

Posted by Mindy Diamond

On Wall Street

By Mindy Diamond

There is no doubt that we have seen a dramatic shift in the industry – the transference of power from the firm to the financial advisor – yet many advisors still complain of feeling stuck.

They have metaphorically handcuffed themselves to their current firms, regardless of the outsized incentive packages being offered by competitors and the ever-growing variety of options that exist on the independent or alternative landscape. And they try to suppress the desire for greater control, flexibility and freedom.

Read now…

 

 

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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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