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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Compare and Contrast:

A process to help identify what’s “better enough” for you and your clients.

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.

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