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Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

By Mindy Diamond - Financial Advisor Recruiter and Consultant

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Description

As a nationally recognized recruiter and consultant to financial advisors, Mindy Diamond has unmatched experience in introducing advisors to the independent space—an option that has greatly expanded yet remains somewhat of a mystery to many advisors. Her goal in this series is to dispel some myths, share some facts and to help advisors get better educated on the model without any concern over confidentiality or obligation. She offers comparisons between different types of independent models from Independent Broker Dealers (IBD) to Registered Investment Advisors (RIA) and Hybrid RIAs. Episodes will also include conversations with industry leaders and breakaway advisors who left the captive employee world for one where they could grow their advisory business in a way that aligned with their own goals. Be sure to subscribe and stay up to date. Diamond offers additional information for advisors who are looking to increase their knowledge of the independent space, as well as traditional models for advisors in wealth management. Visit https://www.diamond-consultants.com/

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Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
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  • Free
  • Category: Careers
  • Language: English

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