 Advisors should regularly visualize the best scenario for their practice over five- to 10-year time horizons. You may be nearing retirement, so identifying potential successors is crucial. Maybe you’re someone seeking to grow a practice exponentially over the next decade. Will your current firm allow you to achieve those goals.”Mindy Diamond, president and CEO, Diamond Consultants |
Do You and Your Firm Still Belong Together?
Mindy Diamond | Financial Advisor IQ, June 2015
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Summary: So many advisors find themselves at a tipping point when they question whether their current firm is still the right “fit” for their careers, clients and lives. This self-reflection can be a daunting exercise — often spurred by an excess of frustration over inefficient processes, cultural changes within the organization, or even concern over their own legacy.
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