What Every Advisor Needs to Know BEFORE Considering a Move

It’s not unusual for advisors to jump into exploration mode without first determining what they are trying to solve for.

Yet the problem is that without clarity, most come away more confused than informed—

and often share that due diligence is too cumbersome, making them reluctant to even embark on this important process.

This week’s?featured podcast episode?is the first of a 2-part series on due diligence. Part 1 takes a step back to share the key questions you need to answer BEFORE taking that call or meeting.

Even if you aren’t considering change, this episode will help to clarify your thoughts about your goals and vision for the future,?so be sure to listen in.

Plus, we just released version 2.0 of our celebrated?Due Diligence Roadmap. This interactive PDF serves as a visual guide when thinking through change, and offers links to additional valuable resources.?Download your copy today!

Supporting your growth,

Mindy Diamond

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