The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Trust in Yourself: Taking a Leap of Faith to Build an Enduring Legacy in the Independent Space

March 01, 2018

How do advisors who move to independence overcome their concerns about making the leap? In this episode, Mindy interviews an advisor who left the safety of a traditional firm in 2009 for the greater freedom and flexibility offered by the Independent Broker Dealer model. Learn how he overcame the perceived obstacles of a move to independence, and what his biggest regret is now.