Mindy Diamond on Independence for Financial Advisors
Mindy Diamond - Financial Advisor Recruiter and Consultant
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The wealth management industry has changed greatly over the last decade, with independent models becoming more mainstream than ever before. And while the original intent of this podcast for financial advisors was to focus solely on the independent space, the content has expanded to offer a wider view of the industry landscape and the notion of achieving what advisors want most: greater freedom and control over their business lives. That is, “independence” has come to represent both the models and the mindset. Mindy Diamond and Louis Diamond, nationally recognized recruiters and consultants to financial advisors, take listeners on a journey to explore this evolving industry landscape. Along with guests including industry leaders and breakaway advisors, they discuss various models from the wirehouses, regional firms, broker dealers on through to independence offering comparisons between different types of independent models including supported independence, Independent Broker Dealers (IBDs), Registered Investment Advisors (RIAs), and Hybrid RIAs. The goal of this series remains: To dispel some myths, share some facts, and help advisors get better educated on the options available without any concern over confidentiality or obligation. Be sure to subscribe and stay up-to-date. Additional information is available to advisors who are looking to increase their knowledge of the industry landscape: https://www.diamond-consultants.com/podcast-mindy-diamond-independence-2/
Mindy Diamond on Independence for Financial Advisors
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