This multifaceted episode offers perspective on what counselors can glean from this invaluable resource, why Mindy wrote the book, and what she learned along the way.
Seeing a significant gap in the information available to financial advisors looking to optimize their businesses, Mindy took on the task of developing a special book titled Should I stay or should I go?
Mindy's journey began 30 years ago and culminated in this extensive project: A guide designed to help top advisors think critically and objectively about their firms.
Drawn from three decades of advising financial advisors on the choices that affect their business lives, the book offers a self-guided process based on what Diamond Consultants practices with our advisor clients.
Along with Jason Diamond, Mindy answers questions like:
- What is the real value of this book?
- Why this book and why now?
- Who is the target audience?
- Should you consider changing to find value in content?
- Why would a recruiter share her trade secrets?
- And much more!
Mindy also shares examples and excerpts from the book, along with the kind of guidance one can expect to find in it. So be sure to hear about the inside story.