By Mindy Diamond, WealthManagement.com – This crisis by far is proving to be the most challenging—testing the strength of everyone’s client relationships, business practices and, most certainly, individual fortitude. Here are 10-steps to help you adjust your focus and move forward positively into the new world.
By Mindy Diamond – The first days back to work at the beginning of a new year are busy for everyone, for sure. Yet I’ve learned that it’s an important starting point for us all—the perfect “excuse” to hit the reset button on every aspect of our lives, both personally and professionally.
Throughout this series, Mindy has focused mostly on what it means to be independent and how to get from here to there. In this episode, she takes a step back to look at the thought process behind a move from a very different vantage point and offers a 10-point exercise for advisors.
By Mindy Diamond – We’ve all been there many times in our lives: The moment where you need to make a critical decision that can alter everything from that moment on. Your mind and heart race to the point where you feel like you’re about to explode. Then one of two things happens: You make a decision and move boldly on with your life, or fear takes hold and with it comes inertia. Next, you’re feeling like the Cowardly Lion in the Wizard of Oz, wondering where your courage went.
By Mindy Diamond – It’s so darn easy to let life get away from us—to find yourself a decade or two later stuck in a place you don’t really want to be. Too many demands on our time, playing multiple roles, so many priorities, and inertia, all get in the way of proactively forging a path to living the life we had hoped for.
By Mindy Diamond – The reality is that many advisors start vetting firms without knowing exactly what it is they are ultimately looking for in the first place. And then these same advisors often find themselves either staying put out of a sense of overwhelm, or “settling” for a solution that may not actually solve for the issues that set their exploration in motion in the first place.
By Mindy Diamond – InvestmentNews – The headlines keep reminding firms: Hire women advisers. And with a lot of good reason behind them. Of course, it’s politically correct to do so and satisfies a diversity initiative. From a business growth perspective, studies have shown that women clients prefer to work with female advisers. And it’s always a public relations bonanza to hire women.
By Deborah Aronson – Zen Buddhism teaches the concept of a “beginner’s mind”—meaning to have “an attitude of openness, eagerness and a lack of preconceptions just as a beginner would.” It’s that state of mind you exhibit any time you embark on something new: While there’s a clear sense of purpose, the mind is uncluttered and open to all possibilities.
By Mindy Diamond – I write this on a plane headed to California for an 8-day vacation. Feeling equal parts excited and anxious – excited for all the obvious reasons like looking forward to rest and relaxation, time with my beloved family, golf, exercise, and mostly, stepping off the treadmill that is my everyday life for just a bit – but also anxious because I don’t allow myself to step out of my role as CEO (“Chief Everything Officer”) easily.
By Mindy Diamond – As adults, most of us spend the majority of our time either at work or thinking about it. So I realize – now more than ever – the importance of living what I refer to as our “Best Business Life” – that is, a life of congruence between what we believe and how we act.
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