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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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In the News

What advisers really want from the next in-person conference

Posted by Mindy Diamond

May 20, 2021
Mindy Diamond Quoted
By Jeff Benjamin

After more than a year of virtual gatherings and Zoom calls, the road warriors of wealth management are champing at the bit to get back out there for in-person gatherings. But event organizers should be on notice that the pandemic-induced new normal has reshuffled the deck in terms of what financial advisers are expecting.

Mindy Diamond, chief executive of Diamond Consultants, agreed that the organizers of large conferences might be overestimating the appeal of celebrity presenters.

“I always felt that same way about famous presenters at conferences; it’s kinda cool, but it doesn’t help to elevate my business in any way, shape or form,” she said.

Diamond, who was not involved in the Veres research study, agreed that after a year of virtual events that typically included very little “fluff,” event organizers should start to realize that the content is often all advisers are looking for.

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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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