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The Momentum of Movement: Where Advisors Are Going…And Why

The Momentum of Movement: Where Advisors Are Going…And Why

Posted by Mindy Diamond

Originally broadcast at the AdvisorHub Virtual Summit 2020

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What a crazy time this is.

  • A once in a century pandemic.
  • Insane market volatility.
  • And an incredibly divisive election.

Yet, for all that’s going on, it has been one of the busiest times ever in the world of recruiting. Advisors and teams of all sizes have been changing firms and models.

In this video, Mindy explores the phenomenon, including…

  • The key drivers of this advisor movement;
  • Where advisors are going and why;
  • And how to think through the answer to the seminal question: “Should I stay or should I go?”

Mindy also shares her advice on recognizing what you can and cannot control, plus key questions you can ask yourself to ensure your decision-making process is strategic.

Find out more about the AdvisorHub Summit…

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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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