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Tips for Advisors in Transition in a Talent Squeezed Market Part I of II

Mindy Diamond Quoted - By Cynthia Stephens, Morningstar - Are you thinking of making a career transition in 2014?  Given the generational talent crisis that our wealth management industry faces, you may have your pick of firms to choose from if you are planning a move.  That said — you’ll want to be strategic about your choice and weigh the options carefully.

Mindy Diamond Quoted
By Cynthia Stephens

Are you thinking of making a career transition in 2014?  Given the generational talent crisis that our wealth management industry faces, you may have your pick of firms to choose from if you are planning a move.  That said — you’ll want to be strategic about your choice and weigh the options carefully.

There isn’t a “one-size-fits-all” approach to evaluating your career options.  Mindy Diamond, President and CEO of Diamond Consultants, works with the nation’s top advisors and consults with, trains and coaches individuals on state-of-the-art practices with regard to helping them reach their full potential.  When we spoke last week she offered five pointers to help guide your decision making.

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