With Jason Diamond & Mindy Diamond

Overview

What drives the industry’s top advisors and teams? This special episode with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

Reaching the upper echelon of success in the wealth management world is something that many advisors strive for. The reality is that the path there is not an easy one—the result of which is driven by design, not left to happenstance.

So how do they get there?

No doubt, elite advisors possess unique mindsets and methodologies that contribute to their growth. And there’s much that advisors at every level can learn from the industry’s superstars.

In this special Industry Update, Jason Diamond and Mindy Diamond explore the topic, including:

• 
  
• How do we define an “elite” advisor or team?
  
• What makes these individuals and teams stand out from others?
  
• What do they focus on?
  
• How do they think about their businesses?
  
• What are their pain points?
  
• What challenges do they face?
  
• What options are available to them should they decide to consider change?
  
• Plus, much more.
  

It’s an episode that offers strategic insights for advisors and teams at all levels.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Building Enterprise Value: A Coach’s Advice for Advisors and Teams

Ray Sclafani of ClientWise discusses the key areas that employee advisors and independent business owners can impact to influence sustainable growth, enhance client relationships, and ultimately build “exit” value.

Of Myths and Moving 2024

What’s the reality when it comes to recruiting and transitions? An annual perspective for advisors.

The Strategic Due Diligence Roadmap

A visual guide to help financial advisors embark upon an efficient process—one that is more likely to result in discovering Your Best Business Life™.

Browse other episodes in this podcast series…