Summary: It might surprise you to hear that it is often the most productive and successful wirehouse advisors – usually those who service the highest net worth clients – who feel the most “stuck”. It is their belief that the wealthier and more discerning the client base, the more wed those clients are to the big name firms; that is, the wirehouses.
 By expanding your knowledge and understanding, you challenge and release the “old thoughts” and see the world for what it really is at this point in time, not what it was once believed to be."Mindy Diamond, Founder, President and CEO at Diamond Consultants |
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