November 26, 2019
Mindy Diamond Quoted
In this episode we explore some of the hottest topics in wealth management today with Mindy Diamond, President & CEO of Diamond Consultants.
Mindy shares her unique perspective and experience on:
- How & when did independence become mainstream — what fostered that change
- How the independent landscape expanded — Big firms became bank owned & what was the outcome of this.
- What are the main pain points seen by advisors today — what was the outcome of this and how did it impact the advisor
- What was the role of technology — how did technology change the advisor’s perspectives
Mindy talks extensively about the future of wealth management and how to start and grow a business in the future.
It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.
