After years of strong growth, many successful independent businesses find themselves at a plateau. Inorganic growth via mergers and acquisitions (M&A) or recruiting offers these firms a way to expand into new markets, improve buying power, gain scale

Independence may sound "isolating" to many financial advisors exploring the space. In this episode, Mindy dispels that myth, exploring how independent advisors can find support, synergy and a community to share ideas.

Prospective breakaways and independent business owners alike often ask us about the long-term, bigger picture potential for their firm. In this episode, Nathan Bachrach of Simply Money Advisors joins Mindy to discuss the answers so many independent bus...

Its no small task to build an RIA firm. There are some breakaway advisors willing to do the heavy lifting on their own, others do not have the capacity, time nor desire. In this podcast episode, Matt Sonnen of PFI Advisors gives a realistic view of resou

Before independence was in vogue, Dorie Fain left the comfort and familiarity of a big-name firm plus significant chips on the table to build her own RIA. And she did it without leveraging a service provider. Heres what she learned [podcast]

Employee advisors are often limited to organic growth alone. For those who want to meaningfully accelerate their growth and use multiple initiatives to do so, organic growth alone can feel limited. It’s these advisors often feel the greatest pull towar...

At a time when many other advisors would be focused on retirement, this senior advisor and his team took the road less traveled in order to better serve their clients and business. [podcast]

Many advisors who explore full-on independence find that its just too much of a leap. For those folks, the quasi-independent space may be just the ticket. Learn more about quasi-independence in this podcast episode of Mindy Diamond on Independence.

How do the economics of going independent compare to the value of taking a recruiting deal from a major firm? In this podcast episode, Mindy Diamond will help answer that question by walking through a real-world example of a traditional recruiting deal...

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 Br...