The Diamond Podcast for Financial Advisors
An “Industry Outsider” Shows What’s Possible When Building a Financial Planning Firm from the Ground Up
August 26, 2021
Anders Jones discusses how Facet Wealth’s combination of a lower-asset client target, specially-designed technology, remote client services and unique subscription-based model is serving as a template for financial advice firms of the future.
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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