The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


How to Determine if You’ve Got the “Right Stuff” for Independence

November 14, 2017

After exploring the origins of independence in the first episode of this series on independence for financial advisors, in this episode Mindy Diamond walks advisors through a process to help them determine if the model is right for them. She’ll share a story of 2 advisors who, after asking themselves a series of questions, identified that independence was not right for them.