February 1, 2018 By Mindy Diamond With so much choice in terms of business models and affiliations, advisors have little excuse to stay at a Firm that no longer serves their clients or their careers in a way that’s anything short of optimal. Yet the day-to-day of business and relationship management often takes priority, and few rarely stop to take a closer look at their firm. Read more…
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This post first appeared on Perspectives For Financial Advisors From Diamond Consultants, please read the originial post: here
