Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision A Special Industry Update
Mindy Diamond
Consultant and Guide to Top Financial Advisors and RIAs | Founder & CEO @ Diamond Consultants
With Mindy Diamond and Jason Diamond
Overview
Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives.
About this episode...
This multi-faceted episode offers perspective on what advisors can glean from this invaluable resource, why Mindy wrote the book, and what she learned along the way.
In seeing a significant gap in information available for financial advisors looking to optimize their businesses, Mindy took on the task of developing a one-of-a-kind book entitled Should I Stay or Should I Go?
Mindy’s journey started 30 years ago and culminated in this expansive project: A roadmap designed to help top advisors think critically and objectively about their firms.
Drawn from three decades of counseling financial advisors on the choices that impact their business lives, the book offers a self-guided process based on what Diamond Consultants practices with our own advisor-clients.
Along with Jason Diamond, Mindy answers questions like:
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Mindy also shares examples and excerpts from the book, along with the type of guidance one could expect to find in it. So be sure to listen in for the inside story.
Related Resources
Should I Stay or Should I Go? The Book for Financial Advisors by Mindy Diamond. Available now!
Why Settle for “Good Enough” When Great is Possible? In a vastly expanded industry landscape with more high-quality options than ever before, some advisors settle for “good enough” when the potential for “great” is often within reach. What’s holding them back?
Financial Advisors: What’s The Risk Of Staying Put? Many advisors feel that changing firms or models is just too risky. But what they may not realize is that there’s also a risk to staying put.
The 7 Unintended Consequences of Staying the Course While it may seem “safer” to stay put, there are risks in doing so that many advisors are unaware of.
Top Tips for Setting Your Business Up for Success Years Before a Move A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not.
You can also listen to the full episode on our website, as well as on Apple Podcasts, Stitcher or Spotify.
All authors have learned the secret that's not really a secret. Your knowledge is not proprietary, and belongs in a book. Your wisdom and experience are the proprietary thing, and the book introduces you to people who need that.