MaxCeV™

Financial advisors who are NOT independent business owners invest their time, energy, and talents in serving clients and fostering growth while employed by a brokerage firm. They are indeed building the enterprise value of their career. How can they maximize that value regardless of industry channel affiliation? This formula seeks to provide a process by which an advisor can “calculate” the sum total of 4 key factors—to conceptualize what their career enterprise value really is and how to achieve it. It’s one of the central tenets of Diamond Consultants’ process in guiding advisors through due diligence.

This companion piece to the Diamond Consultants’ podcast episode on the topic, How to Maximize Your Career Enterprise Value, can be an essential tool in your due diligence process.

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