Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
How can advisors better communicate with clients and prospects in a way that is authentic, meaningful and adds value - especially in times of crisis? Bob Burg, the co-author of The Go-Giver book series, shares that and more in this special episode.
In trying to determine how best to manage a business and add value through these turbulent times, Mindy Diamond found these 10 ways to refocus energy and attention helpful in moving forward on a more positive path.
Industry Update: Are the Wirehouses Getting Ready to Give Independence a Run for the Money this Year?
Wirehouse recruiting seems to be on an upswing, exemplified by recent high-profile hires and deals like Morgan Stanley’s acquisition of E*Trade. Are the wirehouses ready to compete in the recruiting wars? Mindy Diamond explores the battle for talent.
Brian Hamburger Talks Trends, Options and Opportunity—and What Advisors Need to Consider Before Making the Leap
The Founder of Hamburger Law Firm and MarketCounsel shares his legal and business expertise on what financial advisors need to know about a leap to independence, post-Protocol moves, M&A, technology and the leveling of the playing field.
In this segment of Industry Update for Financial Advisors, Mindy Diamond takes a look at where advisors are going, how movement is fueling the landscape’s evolution, and what’s serving as a “barometer” of change for the industry at large.
Jodi Perry, President of RJFS Independent Contractor Division shares insights on the firm’s success, its culture and client-first ethos, and how that resonates with advisors looking for freedom and flexibility plus scaffolding and support.
A new bi-weekly segment that takes a look beyond independence into what’s going on in the wealth management world at large. 10-minutes on 3 things happening now and the impact on how financial advisors serve their clients and grow their businesses.
Joe Duran, the founder/CEO of United Capital, now a Goldman Sachs company, gets candid about the firm’s sale, his perspective on independence, clients, technology and M&A, plus the “logical evolution” for advisors and their businesses, and much more.
A special all-in-one-place, “best of the breakaways” show featuring curated conversations about the motivations behind the choice to leave the wirehouse world, the risks these breakaways took and the rewards they found waiting on the other side.
What is it that makes elite advisors so successful? Mindy Diamond takes a deep dive into the motivations, mindset and habits of top financial advisors with Matt Oechsli of The Oechsli Institute.