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:
Presented by:
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