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MarketCounsel Summit (MSUM) – It’s not just for Independents

Diamond Consultants Articles for Financial Advisors

MarketCounsel Summit (MSUM) – It’s not just for Independents

Posted by Mindy Diamond

The energy spills over to Wirehouse crowd

One very important point I want to convey – especially to the wirehouse audience – is that the vibe, energy and caliber of attendee that exists at a conference like MarketCounsel Summit (MSUM) also exists at custodian conferences like Schwab IMPACT, Pershing INSITE, Fidelity’s Executive Forum…or any of the others.

I was speaking with a UBS advisor who was at the Summit as a prospect – he is considering going indy. He commented, “This has been just great. I am having the best time and I can’t believe how open and willing to share everyone is. If this didn’t push me over the edge, nothing will.”

MSUM is particularly awesome and inspirational. It conveys a sense of camaraderie and synergy that does not exist at the wirehouses. Unfortunately, if you work for a wirehouse, it is typically an every man for himself mentality.

The point is: get out there and expand your horizons to experience the vibe. You’ll be impressed with the positive impact it will have on your own energy.

 

 

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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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