By Mindy Diamond, WealthManagement.com – 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.
Howard Diamond Quoted – By Dave Lindorff, OnWallStreet – There was a time when working as an advisor or a broker was a solitary profession. You might work for a big brokerage or advisory firm, but in terms of building a book and dealing with your clients, you were on your own. Now, increasingly, advisors and brokers are working in teams — teams that they bring together or join on their own initiative.
By Mindy Diamond, WealthManagement.com – When thinking strategically about your career, no matter what stage you’re at, keep in mind the end goal should be to realize the value of your life’s work. Essentially, your retirement options fall into two categories.
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