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Compare and Contrast: A process to help identify what’s “better enough” for you and your clients.

Tuesday, June 07, 2022 | 2:00 PM ET

Considering a change in firms or models is a herculean task. From due diligence through identifying what might be “better enough” to justify the risk and hassle of a move, advisors often get caught in the weeds, mired in detail that leaves them stuck with the status quo.

This webinar shares a process that will help advisors compare and contrast another option with their current firm, plus provides a proven self-assessment process, derived from a more extended appraisal Diamond goes through with their advisor clients.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by:

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Presented by:

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Speakers:

Louis Diamond
President
Diamond Consultants

 

Mindy Diamond
CEO
Diamond Consultants

 

David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com

 

 

 

TAGS: Resources