Consider this: You’re a long-tenured, top advisor at the same firm for most of your career, and you’re looking to work another five years or so. Some initial introspection is telling you that where you are now may not be where you want to be when you retire. The freedom, flexibility and support you had hoped for at this stage just isn’t there, and you worry that leaving the client relationships you have spent a lifetime building just isn’t quite right. Yet you wonder if a move so close to retirement might not be ideal—causing far more disruption than it’s worth.
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...
Recent News & Articles
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- An Advisor’s Guide to Termination: A Proactive Approach to Protecting Your Life’s Work
- Last Call: Recruiters Prep for Finra-Induced Holiday Hiring Lull
- UBS Holds Line on 2023 Advisor Compensation: Memo
- 6 Factors That Trap Advisors in Indecision Mode