Spire Insights


The Decision Guide: Simplifying the Due Diligence Process

Are you unhappy at your current firm?

Jason Diamond of Diamond Consultants rightly points out that even unhappy advisors can feel overwhelmed by the prospect of moving. However, as a fiduciary, periodic strategic due diligence is not just a good idea for the advisor's well-being, but necessary to ensure they are best serving their clients. We believe that taking time to become educated on the options and investigate the best environment from which to serve their clients is an advisor's responsibility.

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