Is Your Firm Aligned with Your Goals?

The alignment between your personal goals and your firm's directives is crucial, and it's worth assessing regularly. Over the years, I've seen countless advisors discover aspects of other firms that could add value"but that doesn't necessarily mean they should move. The real question is whether the potential advantages are better enough to justify the hassle, disruption, and potential loss of control over your team and practice. Many advisors are drawn toward independence not just for flexibility but for agency"the ability to control their professional lives. It's about understanding whether your setup serves you as a business owner or just as a book of business.

This clip is an excerpt from episode 68 of the "Always On with Duncan MacPherson' financial advisor podcast featuring renowned business consultant Mindy Diamond of Diamond Consulting. 

Stream the full episode here: paretosys.co/ao_bb