By Barbara Herman, WealthManagement.com – It’s impossible to come through what the world has endured over the past few months without being changed in some way. Yet people are incredibly resilient, demonstrating an ability to reinvent themselves and rethink both their behavior and mindset when circumstances require it.
There’s a new wave of evolution coming which we expect will impact advisors no matter where they work. The good news is much of these changes will be for the better. Mindy Diamond shares 10 predictions for what the wealth management world will look like.
By Mindy Diamond – Psychologist Nathaniel Branden said, “The first step toward change is awareness. The second step is acceptance.” I think about this simple line every time I talk with an advisor who speaks of endless frustration with his firm. As I say to everyone I counsel: Our happiness grows in direct proportion to our ability to accept a situation for what it is, and our understanding that there is a way through any situation.
