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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Podcast

Independence for Financial Advisors

Your Best Business Life: A 10-Point Exercise for Advisors

Posted by Mindy Diamond

An exercise that guides you through looking at the thought process behind a move from a different vantage point.

Throughout this series, Mindy has focused mostly on what it means to be independent and how to get from here to there. In this episode, she takes a step back to look at the thought process behind a move from a very different vantage point. That is, she helps you answer an important question: “Are you living your Best Business Life?”

Join Mindy as she shares a 10-point exercise that will help you honestly explore what’s most important to your life’s work, including the value you place on control, flexibility, freedom and ownership. You’ll walk away with a pathway to a clearer mindset on your future and a greater understanding of the elements that are critical to the decision-making process, including your:

  • Goals and values
  • “Must have” requirements
  • Alignment with your current firm’s priorities
  • Ability to be flexible
  • Support system

Living in a world of uncertainty is self-limiting, so to gain insights and clarity around what you want and what it will take to get there is the key to living your Best Business Life.

Whether you’re planning to make a change or simply feeling curious, you’ll gain clarity and eliminate the inertia that traps so many.

 

Podcast: Play in new window | Download (Duration: 11:10 — 10.2MB) | Embed

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Related Resources

Beginning with the end in mind
How to chart an efficient course to your best business life. Read->

Gaining Control of Your Career: 8 Steps to Aligning Your Aspirations with Reality
It’s OK to want to stick with “tried and true” so long as you remain faithful to yourself, your clients and your goals. Read->

The Reality is that No Decision is Actually a Decision
Those who put off making a decision will find that they’ve actually made one—and it may not be in their best interest. Read->

Be Honest: Are You Living the Life You Want?
7 steps to help you get out of the proverbial rut and towards the life you imagine and deserve. Read->


 

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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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    WHAT OUR LISTENERS ARE SAYING…

    • Your podcast helped me a ton during my due diligence. There is no replacement for hearing from others who were successful leaving the wires. You are doing great things for the industry.

      Rory O’Hara
      Founder, Senior Managing Partner – Ausperity Private Wealth
    • A fantastic bundle of wisdom from one of the very best Curators of all things Wealth Management.

      Jim Dickson
      Founder - Sanctuary Wealth
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      Founder, Miracle Mile Advisors
    • I didn’t realize what I could do until I heard what other advisors were doing. Then week after week, it was like the gaps were filled in. Without it, I wouldn’t have had the confidence to go independent. Even after transitioning, I still can’t wait for Thursday mornings to hear the latest interview.

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      Robert Walter
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    • This is outstanding. Every team considering independence should listen.

      Chris Cooke
      Managing Partner, Cooke Financial Group
    • Every advisor at a brokerage firm should listen to this podcast. I’m convinced that most advisors don’t realize their real value. Do your research. You deserve your true value and going out on your terms. It’s your life’s work. Even if you don’t transition to independence, know your value and options in order to make an educated decision.

      Robert Harris
      Senior Wealth Advisor, Avidian Wealth Solutions

     

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