Should I Stay or Should I Go?

Mindy is a genuine industry titan. You’d be hard-pressed to find someone who, over the years, has played a more transformative role in helping advisors appreciate and then unlock their value in the marketplace. Whether you are a seasoned advisor contemplating a leap of faith or an aspiring professional seeking guidance, this book offers invaluable insights and practical advice to help you navigate the path to independence.

Mindy provides an in-depth framework for self-assessment that every client-centric advisor must read! She shares her decades of experience and empathetic approach to helping advisors evaluate their options at a time when our industry is experiencing incredible change. It’s a comprehensive ‘how-to’ that will help advisors truly evaluate their options.

It’s about time someone accepted the challenge of writing a book about the complex landscape surrounding financial advisors thinking about new opportunities and the even more complex process of thoroughly considering their options from both a personal and professional perspective. For those who know Mindy Diamond, it’s no surprise that she accepted the challenge. She has the rare, almost unique, combination of experience, insight, and extreme expertise that make this book a must-read for any financial advisor interested in something beyond the status quo.

I wish I had read this in early 2020 as we began our own due diligence process. Mindy Diamond has created a step-by-step guide to determining whether the firm you are with, and the business model you are in, provides your clients with the best possible wealth management experience. Read this book if you want to be a better financial advisor. It will expose you to the vast array of business models and practice options that are available to today’s financial advisor.

As a former wirehouse advisor (most recently UBS) who built a $5B business in the brokerage world, I recognize the value of challenging one’s goals versus that of their firm. In this book, Mindy offers a strategic thought process that equips advisors with the tools to ask the right questions, think critically, and objectively evaluate their current situation. Whether contemplating a change or not, Should I Stay or Should I Go? is a comprehensive guide that encourages self-reflection, walking advisors through a thoughtful process of professional self-discovery. Mindy and her team are one of the best in the business—and this book provides a glimpse into the unique care they put into every advisor relationship and transition.

The key to unlocking the highest levels of success as a financial advisor comes from being hyper-intentional about every aspect of your practice. This is especially true of where you call your (financial) home. In this book, Mindy has again demonstrated that she and her team are the absolute best at helping advisors find the best home for their practice and their clients. Every advisor, from Wire, to IBD, to RIA needs to read this book, answer the tough questions it asks, and then act on the results.

Changing firms is a big decision for the leaders of wealth management practices. Navigating the intricacies of that decision is often best supported by a trusted river guide. In our industry there is one such guide that stands above the rest: Mindy Diamond. And in true Mindy Diamond fashion, she has crafted a reference guide for advisors that is thoughtful, accessible, structured, and logical—and starts and ends with helping advisors both support their clients and live their best business lives. Advisors contemplating such a journey should start with Should I Stay or Should I Go?—period.

As a thirty-one-year veteran and a Barron’s Top 100 advisor, one of the first things you embrace is: ‘time is money.’ After having made several broker dealer changes in my career, I would have given anything to have known about this book or Mindy Diamond’s team and the excellent work they do. Instead, I wasted precious time doing my own due diligence. Don’t make that same mistake. Read this book and call the experts at Diamond Consultants!

I first met Mindy Diamond a few decades ago, and, within minutes, I realized this was not just another recruiter with a passing interest in independent wealth management. Over the years that followed, she has distinguished herself as a thought leader intent on educating advisors about a career path that is more rewarding but, admittedly more arduous, than just taking a check and going to another firm. The wealth management space has seen unprecedented expansion and, with that, brings new complexities. Should I Stay or Should I Go? is a long-overdue companion guide for evaluating the myriad of options that are now available to financial advisors and finding a path that resonates with the advisor’s true self.

If not for the expert guidance I received from Mindy and Louis Diamond, I’m not sure I would have landed exactly where I am today. It was Mindy’s podcast that first opened my eyes to the real potential outside of Merrill and served as the catalyst to begin asking myself the tough questions. But it was Diamond Consultants’ process that guided me down paths I would not have considered. The book serves as solid proof that they know their stuff—and it works!

If not for the expert guidance I received from Mindy and Louis Diamond, I’m not sure I would have landed exactly where I am today. It was Mindy’s podcast that first opened my eyes to the real potential outside of Merrill and served as the catalyst to begin asking myself the tough questions. But it was Diamond Consultants’ process that guided me down paths I would not have considered. The book serves as solid proof that they know their stuff—and it works!

Mindy was early to recognize that many of the best advisors in our industry are looking to challenge the status quo. No one understands the spectrum of choices better than her, and she lays it all out right here. Every financial advisor in the country should read this book!

Every financial advisor who cares deeply about their clients should read this book. Mindy has written a comprehensive guide to determining the ideal place to serve your clients, now and in the future. Should I Stay or Should I Go? explores all of the available options in our industry with useful frameworks to help you think through this critical process.

I am a securities attorney who works with many advisors and broker dealers transitioning those advisors to other financial firms. I have had the privilege to work with Mindy and witness her extraordinary and practical process in action. This book serves as a guide to educate advisors on the critical steps that many often skip when considering change. Diamond’s time-honed thought-provoking experience and assessments will surely assist the advisor to make the best final decision. It is a worthwhile investment in your career, offering wisdom and practical considerations, whether you are making a move or considering your options.

I found Mindy Diamond’s new book Should I Stay or Should I Go? to be one of the best books on our industry I’ve seen in years. You don’t have to be considering a change to get value from its pages. I urge advisors to use Mindy’s book to get their arms around their practice and discover a renewed sense of what they want their business to be and use it as a workbook for future growth. Definitely worth your time!

One of the most pivotal decisions an advisor will ever make is deciding who to partner with and how that working relationship will forever alter the future of their business and their life. In Should I Stay or Should I Go?, Mindy Diamond masterfully combs through the complexity of this life-altering decision and provides advisors with a clear game plan of how to detangle themselves from the most important decision they will ever make—for the sake of their clients, their families, and their legacy.

I’ve worked with Mindy for over twenty years. She is knowledgeable about the business, pays attention to the details, and does the right thing. Most importantly, she cares about her clients and wants them to succeed. It’s no surprise she’s written a book focused on helping advisors.