This multi-faceted episode gives perspective on what advisors can glean from this invaluable useful resource, why Mindy wrote the e-book, and what she discovered alongside the best way.
In seeing a big hole in info out there for monetary advisors seeking to optimize their companies, Mindy took on the duty of creating a one-of-a-kind e-book entitled Ought to I Keep or Ought to I Go?
Mindy’s journey began 30 years in the past and culminated on this expansive undertaking: A roadmap designed to assist prime advisors assume critically and objectively about their corporations.
Drawn from three many years of counseling monetary advisors on the alternatives that impression their enterprise lives, the e-book gives a self-guided course of primarily based on what Diamond Consultants practices with our personal advisor-clients.
Together with Jason Diamond, Mindy solutions questions like:
- What’s the actual worth of this e-book?
- Why this e-book and why now?
- Who’s the audience?
- Do you have to be contemplating change to search out worth within the content material?
- Why would a recruiter share her commerce secrets and techniques?
- And rather more!
Mindy additionally shares examples and excerpts from the e-book, together with the kind of steering one might look forward to finding in it. So make sure to pay attention in for the within story.
Obtain a transcript of this episode…
Hearken to extra episodes of The Diamond Podcast for Monetary Advisors: Insights on Transitions, Independence and Advisor Progress
