The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


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Gaining the Technological Edge in Independence

June 27, 2019

Prospective breakaways often ask, “How can an independent firm possibly compete on a technology level with the wirehouses?” Eric Poirier, CEO of Addepar, joins the show to answer that question and explores the role of fintech in independence.

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The Diamond Podcast for Financial Advisors
By Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
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