Part 2 of a 2-part WealthManagement.com Webinar featuring Mindy Diamond and Louis Diamond
Considering a change in firms or models is a herculean task. From due diligence through identifying what might be “better enough” to justify the risk and hassle of a move, advisors often get caught in the weeds, mired in detail that leaves them stuck with the status quo.
This webinar shares a process that will help advisors compare and contrast another option with their current firm, plus provides a proven self-assessment process, derived from a more extended appraisal Diamond goes through with their advisor clients.