How My Experiences with RIA Pioneers, and the Love of My Mother, Inspired Me to a Different Breakaway Story
Mindy Diamond Mentioned – By Jason Lahita, RIABiz – I remember when I first interviewed with Joe Duran as he was forming United Capital Financial Advisers and working out of one of those rent-an-office spaces just off the UCLA campus in the Westwood section of Los Angeles. It was the size of a big broom closet. He tossed me the manuscript for “Start It, Sell It & Make a Mint” (Wiley, 2004), his latest book at the time, and told me to go read it, then come back and tell him what I’d learned. I honestly can’t remember what transpired in the second interview. Suffice it to say that I convinced him of my reading comprehension ability and won a job as his right-hand man.