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Posts by Mindy Diamond

About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

    Finding Your Unfair Advantage: David Canter on Bluespring, M&A, RIAs, and more

    Finding Your Unfair Advantage: David Canter on Bluespring, M&A, RIAs, and more

    The new president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective on M&A, independence, business ownership, and more.

    Everything You Need to Know About Independence: An Industry Update

    Everything You Need to Know About Independence: An Industry Update

    A quick yet thorough education for advisors on the independent space answering the questions that many of our advisor-clients ask us during due diligence.

    Why Merrill, Bucking Trend, Won’t Offer Independent Model for Advisors

    Why Merrill, Bucking Trend, Won’t Offer Independent Model for Advisors

    Mindy Diamond Quoted – By Victoria Zhuang, Financial-Planning.com – Merrill Lynch will not offer a way for financial advisors to independently affiliate with the Wall Street giant, even as industry competitors open up that burgeoning business model, Merrill’s wealth management head said Thursday. 

    Andy Sieg:  A Candid One-on-One  With the Leader of the Merrill Thundering Herd

    Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd

    The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, in a candid one-on-one interview with Mindy Diamond.

    The Most Valuable Advice for Advisors and Business Owners

    The Most Valuable Advice for Advisors and Business Owners

    An annual digest of the 2022 season’s most ground-breaking commentary for financial advisors and business owners on topics including autonomy, change, clients’ needs, succession, next gens, growth, and much more.

    Industry Update on 2023: 10 Emerging Trends to Put on Your Radar

    Industry Update on 2023: 10 Emerging Trends to Put on Your Radar

    In an annual review for financial advisors, Mindy Diamond and Louis Diamond look at the past year’s activity and discuss developing trends that are destined to drive change for 2023, including recruiting, deals, M&A, and much more.

    The Annual Report for Advisors: The Contradictions of 2022 and Emerging Trends for 2023

    The Annual Report for Advisors: The Contradictions of 2022 and Emerging Trends for 2023

    By Mindy Diamond and Louis Diamond, WealthManagement.com – The wealth management industry year in review: Recruiting, deals, movement and predictions for what financial advisors can expect in the year to come.

    The Second Act: Barron’s Top 100 Advisor Shares Her Advice on Scale, Succession and Success

    The Second Act: Barron’s Top 100 Advisor Shares Her Advice on Scale, Succession and Success

    Erin Botsford of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a business, designed for scale, succession, and to be attractive to acquirers.

    All in the Family: Former $1.3B Wells Fargo Advisor on Building a Multi-Generational Firm

    All in the Family: Former $1.3B Wells Fargo Advisor on Building a Multi-Generational Firm

    After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes 3 of his daughters. Larry discusses family, legacy, business ownership, and more.

    Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence

    Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence

    Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart, gaining the freedom to communicate and create an exceptional experience for their clients.

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