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Podcast


Independence for Financial Advisors

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

Aug 9, 2018 | 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.

 

https://media.blubrry.com/mindy_diamond_on_independence/p/content.blubrry.com/mindy_diamond_on_independence/Diamond-Consultants-Podcast-ep21-final.mp3

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

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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->

 

This podcast is also available on…

Mindy Diamond on iTunes           Listen on Google Play Music           Diamond Consultants Podcast on YoutUbe

 

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Mindy Diamond

About Mindy Diamond

President and 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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    Other Recent Episodes

    • A Diehard Merrill Advisor’s Journey to Independence
    • The Year in Review: The 10 Most Valuable Insights on Independence
    • Going Independent With $100 Million in Assets Under Management
    • An Investment Banker’s Perspective on Building an RIA Firm for Maximum Value

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