Should I Stay or Should I Go? A Book for Financial Advisors: Available 09122024

Should I Stay or Should I Go? by Mindy Diamond, a book for financial advisors was written with you in mind: someone who may have asked those very questions. It’s a self-guided journey that walks you through the key steps that Diamond Consultants takes with their advisor clients.
This strategic thought process and road map to professional self-discovery is designed to help you ask the right questions and think critically and objectively-whether you are considering change or not.
The book aims to help you identify your goals and then weigh each vs. the status quo (your current firm) or another option. Additionally, it shares an overview of the landscape, advice on managing the due diligence process, the realities around the economics of a move, and essential concepts and strategies that advisors need to be aware of.
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