2 Important Questions from Advisors: Answered!

There are 2 questions we’re getting from advisors—one is very timely, the other more timeless.

Let’s start with the timeless one:

“How do I communicate the value of a move to my clients?”

It’s an important question that every advisor needs to answer when considering a move. Because it’s the clients who ultimately drive business growth and value.

So doing right by them is imperative—and knowing how to effectively communicate the value and positive impact of a move is vital.

This featured podcast episode helps you to align your motivations with the positive outcomes your clients can expect—and ultimately how to convey that message in a way that enhances your credibility and strengthens your relationships.

Plus, this is the top question we’ve been hearing from advisors over recent weeks:

“How could I even think about making a move in a down market?”

The answer: Perhaps you shouldn’t.

But let’s be honest: Are market conditions just the latest excuse to anchor you to your firm?

And if now is not the right time to make a move, how do you determine when—if ever?

This article, originally published in AdvisorHub, helps identify what you need to think of when considering a move – regardless of market conditions – as well as how lessons learned from the past provide value for decisions going forward.

Here’s to your continued growth,

Mindy Diamond

Listen To It

Why You Should – or Shouldn’t – Consider Changing Firms in a Down Market

While there is never a “perfect time” to make a move, there are often perfect reasons to do so. 

Read it

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