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The Diamond Podcast for Financial Advisors: An Advisor’s Guide to Thinking Through Their Biggest DecisionThe Diamond Podcast for Financial Advisors: An Advisor’s Guide to Thinking Through Their Biggest Decision

Jason Diamond and Mindy Diamond discuss her new book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their business.

This multi-faceted episode offers perspective on what advisors can glean from this invaluable resource, why Mindy wrote the book, and what she learned along the way.

In seeing a significant gap in information available for financial advisors looking to optimize their businesses, Mindy took on the task of developing a one-of-a-kind book entitled Should I Stay or Should I Go?

Mindy’s journey started 30 years ago and culminated in this expansive project: A roadmap designed to help top advisors think critically and objectively about their firms.

Drawn from three decades of counseling financial advisors on the choices that impact their business lives, the book offers a self-guided process based on what Diamond Consultants practices with our own advisor-clients.

Along with Jason Diamond, Mindy answers questions like:

  • What’s the real value of this book?

  • Why this book and why now?

  • Who is the target audience?

  • Do you need to be considering change to find value in the content?

  • Why would a recruiter share her trade secrets?

  • And much more!

Mindy also shares examples and excerpts from the book, along with the type of guidance one could expect to find in it. So be sure to listen in for the inside story.

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About the Authors

Mindy Diamond

Columnist: Career Moves, CEO, Diamond Consultants

https://www.diamond-consultants.com/

Mindy started Diamond Consultants in 1998 from her bedroom floor—and today it’s known as one of the leading consulting and recruiting firms for the industry’s top financial advisors. Drawing from her own entrepreneurial experience, the firm employs a unique relationship-driven approach that helps individuals and organizations achieve what she refers to as their “Best Business Lives.” Mindy hosts the popular podcast series Mindy Diamond on Independence, is a prolific writer and regular media contributor.

For more information, visit: https://www.diamond-consultants.com/team/mindy-diamond/

Jason Diamond

Vice President, Senior Consultant, Diamond Consultants

Having worked on both sides of the desk at Merrill Lynch and Morgan Stanley provided Jason with a real-world perspective of both clients and advisors, as well as the firms they work for. It’s this unique vantage point, and depth of knowledge and empathy, plus a natural ability to “connect the dots” that have earned Jason the trust and respect of the industry’s most sophisticated financial advisors at one of the nation’s leading recruiting and consulting firms.

Jason is a graduate of Emory University in Atlanta, Ga. with a Bachelor of Business degree in finance.

For more information, visit: https://www.diamond-consultants.com/team/jason-diamond/