The Diamond Podcast for Financial Advisors
Summary: This podcast is designed for financial advisors like you - who are interested in learning more about the evolving wealth management industry through in-depth dialogues with breakaway advisors, C-suite executives, and industry thought leaders. Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers. At Diamond Consultants, our mission is to help financial advisors live their best business life. We guide elite advisors in search of the right place for their business and their clients, whether it’s at a wirehouse, regional, boutique, or independent firm. We’ve transitioned more than a quarter of a trillion dollars in assets under management in the past decade. But we’re far more than just recruiters. We’re future-proofers, business coaches, and career sherpas who meet advisors where they are, years before they’re ready to move. We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and create a personal roadmap of options they might never have considered otherwise. And unlike most recruiters, our business is built on relationships, not transactions. Making a move is a big deal and we would never sell you into a move. We offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are. Learn more at Diamond-Consultants.com or call us at 908-879-1002. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Guests appearing on this podcast are NOT compensated in any way for their appearances.
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- Artist: Mindy Diamond Financial Advisor Recruiter and Consultant
- Copyright: ©2024 Diamond Consultants, Inc. All rights reserved.
Podcasts:
How to Determine if You’ve Got the “Right Stuff” for Independence
Independence is not for every advisor. Here's how to strategically determine if it's the right path for you. After exploring the origins of independence in the first episode of this series on independence for financial advisors, Mindy Diamond walks advisors through a process to help determine if the model is right for you. She shares a story of 2 advisors who, after asking themselves a series of questions, identified that independence was not right for them. Mindy offers the following: * The key characteristics of someone who should not go independent. * The story of “Bill and Sam”—advisors who “thought” they wanted to go independent. * A self-assessment to clarify your goals before you start exploring. Related Resources Beginning with the end in mind Here are 11 steps to help you chart your best business life. Read -> What Every Advisor Wants: The 4-Legged Stool While individual businesses and goals vary widely, in our experience, an independent-minded advisor’s needs can be boiled down to 4 key requirements. Read -> 2018 Landscape of the Wealth Management Industry [PDF] The annual survey that arms you with knowledge of a vastly changed industry. Download -> This podcast is also available on... Browse other episodes in this podcast series...
Independence: How did we get here, and where are we going?
Independence is not for all financial advisors, but it’s a topic everyone wants to learn more about. In the first episode of her podcast on independence for financial advisors, Mindy Diamond explores the origins of the space, the backstory of its explosive growth, and introduces key players behind the momentum. She discusses key trends to be aware of, why so many advisors find independence attractive, and defines the profile of a typical independent advisor. In this episode, Mindy answers: * How did we get here? * What were the forces at play? * Who are the key players? * What are the new models that advisors should be aware of? * What is the real momentum behind breakaway teams? * Is independence an accelerating trend that’s here to stay? * What is the profile of the typical independent advisor? Related Resources Just how entrepreneurial are you? 6 ways the entrepreneurial mindset differs from the employee mindset and how it can shape your future. Read -> “Am I too old to go independent?” As advisors age, many assume that the options for their business life are dwindling. That couldn’t be further from the truth. Read -> Former UBS Advisors Launch IFAM Capital [Case Study] Former UBS Advisors Launch IFAM Capital Advisors, A RIA with 3 Offices in the Rocky Mountain Region. Read -> Feeling out of “sync”? The pinwheel paradigm can help an advisor move energy in a single direction to create a congruent business life. Read -> Great Expectations: 4 Ways The Needs and Sophistication of Advisors and Their Clients Have Evolved the Industry Advisors – whether they sit within traditional firms as employees or are owners of independent practices – have expectations that are far different today than they were just 5 years ago. Read -> 2017 Landscape of the Wealth Management Industry [PDF] The annual survey that arms you with knowledge of a vastly changed industry. Download -> This podcast is also available on...
RIAcast interview with Mindy Diamond
Podcast interview with Mindy Diamond Matt Baum interviews Mindy Diamond on his podcast series RIAcast Listen in as Mindy shares background on founding Diamond Consultants and growing the financial advisor recruiting and consulting firm to one of the leading firms in the industry, as well as her insights on the advisory industry. To listen to the episode, click here... RIAcast is a podcast focused on the investment advisory community, aiming to provide interesting, provocative, and entertaining conversations with key players and thought leaders in the investment adviser space. Click here for more information on RIAcast. The podcast is also available on iTunes.
