The Diamond Podcast for Financial Advisors
Update on Transitions: Communicating the “Why” of a Move to Your Clients
July 21, 2022
A financial advisor’s move should be to improve client service because it’s the clients who drive business growth and value. Here’s how to communicate “what’s in it for them” so they can see the positive impact of the change.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
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