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.
Download a transcript of this episode…
