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Changing Direction

 

HOST

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

 

Tuesday

June 7, 2022

2:00 PM ET

11:00 AM PT

 

 

 

 

Compare and Contrast: A process to help identify what’s “better enough” for you and your clients.

 

Considering a change in firms or models is a herculean task. From due diligence through identifying what might be “better enough” to justify the risk and hassle of a move, advisors often get caught in the weeds, mired in detail that leaves them stuck with the status quo.

 

This webinar shares a process that will help advisors compare and contrast another option with their current firm, plus provides a proven self-assessment process, derived from a more extended appraisal Diamond goes through with their advisor clients.

 

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CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

 

PRESENTER

Louis Diamond

President
Diamond Consultants

 

 

 

PRESENTER

Mindy Diamond

CEO
Diamond Consultants

 

 

 

SPONSORED BY:
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PRESENTED BY:

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