 On client service, advisors want the flexibility to select the types of businesses and individual account sizes that make the most practical sense for their practices.”Mindy Diamond, president and CEO, Diamond Consultants. |
Do You Have a Future at Your Firm?
Mindy Diamond | Financial Advisor IQ, February 2015
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Summary: A season of self-reflection has descended on financial advisors, as retention packages for top producers are expiring and the industry landscape continues to evolve. In this environment, advisors are asking themselves questions like: What are my goals, and how have they changed?
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