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Tips for advisors-in-transition in a talent squeezed market: Part II of II

Tips for advisors-in-transition in a talent squeezed market: Part II of II

Posted by Mindy Diamond

Mindy Diamond Quoted
By Cynthia Stephens

Last week (see blog: Tips for advisors-in-transition in a talent squeezed market: Part I of II) I recounted three tips from Mindy Diamond, President and CEO of Diamond Consultants, for advisors-in-transition:

Tip #1 for Would-be successors:
Once you have defined your goal as being the successor, be open all the time to new opportunities.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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