Mindy Diamond on Independence - For Financial Advisors Considering Change

by Mindy Diamond - President/CEO of Diamond Consultants | Financial Advisor Recruiters and Consultants

Mindy Diamond on Independence - For Financial Advisors Considering Change
  • Language: eng
  • Episodes: 10
  • Last: 1 Mar 2018
As a nationally recognized recruiter and consultant to top financial advisors, Mindy Diamond has unmatched experience and expertise in introducing advisors to the independent space, a segment of the industry landscape that has greatly expanded yet remains somewhat of a mystery to advisors. Her goal is to dispel myths, share facts and to help advisors get better educated on the model. While independence offers a great deal of freedom and flexibility, it’s not for everyone. Diamond explores the options available in the space, helping advisors to assess if it’s right for them. She offers comparisons between different types of independent models from Independent Broker Dealers (IBD) to Registered Investment Advisors (RIA) and Hybrid RIAs. Episodes will also include conversations with industry leaders and breakaway advisors who left the captive employee world for one where they could be creative, entrepreneurial and in control. Visit Diamond Consultants’ website for more information: http://www.Diamond-Consultants.com

Episodes (10)