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The Waiting Game

Diamond Consultants - In the News

The Waiting Game

Posted by Mindy Diamond

WealthManagement-com

By Mindy Diamond

Attempting to time a move might do you more harm than good

Just as you can’t time the market, you can’t time a move to another firm—or, at least, you shouldn’t. Attempting to time a move to coincide with the amortization of a loan, the vesting of deferred comp or the attainment of a certain level of assets under management or production might do you more harm than good. If you believe that you are leaving chips on the proverbial table every day you stay with the wrong firm or model, then pushing a move off just doesn’t make sense.

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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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