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Title

Webinar: Look Before you Leap

Event Description

​Mindy Diamond, President and CEO of one of the industry’s top recruiting and consulting firms Diamond Consultants, will describe the evolved landscape of wirehouses, independent broker-dealers, and registered investment advisers, and the new opportunities available for advisors considering change. She will relate her firm’s experience in helping wealth advisors consider where the “right home” is for their practice by providing perspectives on the advantages and disadvantages of each business model, and describing and diagnosing various case studies from her practice. Attendees will leave with a greater understanding of the opportunities available, as well as insight into the decision-making process an advisor goes through to successfully transition his or her practice.

CFA Institute Event

Education Topic

Private Wealth Management

Start Time

3/1/2017 9:00 AM

End Time

3/1/2017 10:00 AM

City

Global

State/Province

 

Event Country

 

Event Region

Global

Location Info

​Webinar

Speaker

Mindy Diamond, President and CEO of Diamond Consultants

CE Credits

1.00

SER Credit

0.00

Currency

-

Member Price

Free

Non-Member Price

Free

Candidate Price

Free

Registration

All Day Event

 

Recurrence

 

Event Type

Career; Educational

Begin

3/1/2017 9:00 AM

Nice Date

2017-03-01

End

3/1/2017 10:00 AM

Hosted by

Other Organization

Event Link

 

Event Link Leads To New Tab

 

Event Short Info

 

Recordings

 

Recording

 

Recordings

 

Attachments

Content Type: MyCFA Calendar
Created at 2/28/2017 3:31 AM by sharon.holman@cfainstitute.org[CASMSTS:username]
Last modified at 2/28/2017 3:31 AM by sharon.holman@cfainstitute.org[CASMSTS:username]