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Of Myths and Moving, 2019

By Mindy Diamond, WealthManagement.com – It was September 2004 when I wrote my first “Of Myths and Moving” article—a piece designed to help address some of the common concerns that advisors shared when considering a move. But the wealth management industry landscape bears little resemblance to that of years past; advisors have more options for how and where to run their businesses than ever before.

And the advisor responded, “What was I thinking?”

By Mindy Diamond – This was the answer I got when I asked, “How’s it going?” of an advisor I helped move from one firm to another two months ago. And unfortunately, his response is not all that uncommon, considering that we’re talking about an event that would mark one of the biggest transformations to an advisor’s business life.

moving

Of Myths and Moving, 2019

And the advisor responded, “What was I thinking?”

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