Bonus Episode: 5 Tips for Financial Advisors on How to Get From $500mm to $5B with Steve Sanduski

Between Now and Success · Nov 16, 2020 · 52m

Mindy Diamond is the President and CEO of Diamond Consultants in Morristown, NJ. Recently, Mindy invited me to be a guest on her podcast, Mindy Diamond on Independence, and I appreciate her allowing me to share our conversation with you here.

Some of the topics Mindy and I discussed include:

Why discipline and focus are two essential traits of a financial advisor, especially an RIA CEO who wants to grow a lasting business.

Some of the most common problem areas that the advisors I coach are working through right now.

How the best advisors crash through perceived barriers by adjusting their…