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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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About Independence

The Independent Advisor’s Legacy: Planning for the End Game

The Independent Advisor’s Legacy: Planning for the End Game

Prospective breakaways and independent business owners alike often ask us about the long-term, bigger picture potential for their firm. In this episode, Nathan Bachrach of Simply Money Advisors joins Mindy to discuss the answers so many independent business owners ponder. [podcast]

Why do independent advisors grow faster than their wirehouse counterparts?

Why do independent advisors grow faster than their wirehouse counterparts?

Employee advisors are often limited to organic growth alone. For those who want to meaningfully accelerate their growth and use multiple initiatives to do so, organic growth alone can feel limited. It’s these advisors often feel the greatest pull towards independence. In this podcast episode, Mindy will drill down on the specific things that really contribute to the turbo-charged growth of an independent firm.

Quasi-Independence: The Sophisticated Independent Model that Offers the Best of All Worlds

Quasi-Independence: The Sophisticated Independent Model that Offers the Best of All Worlds

Many advisors who explore full-on independence find that it’s just too much of a leap. For those folks, the quasi-independent space may be just the ticket. Learn more about quasi-independence in this podcast episode of Mindy Diamond on Independence.

Dollars and Sense: How a Move to Independence Really Adds Up

Dollars and Sense: How a Move to Independence Really Adds Up

How do the economics of going independent compare to the value of taking a recruiting deal from a major firm? In this podcast episode, Mindy Diamond will help answer that question by walking through a real-world example of a traditional recruiting deal offered to a wirehouse advisor and what that same advisor could expect by going independent.

The Bigger Picture for Independent Advisors: How to Monetize Your Life’s Work in the Long-Term

The Bigger Picture for Independent Advisors: How to Monetize Your Life’s Work in the Long-Term

While the freedom and flexibility of the independent space are attractive to many, it’s the long-term economic potential that’s the real draw for entrepreneurial-minded financial advisors. Special guest and industry expert Louis Diamond shares the top ways independent advisors monetize in the long-term.

What Non-Protocol Status Means for Those Considering Independence

What Non-Protocol Status Means for Those Considering Independence

How will the ability to go independent be impacted by an advisor’s non-Protocol status? Sharron Ash, Chief Litigation Counsel at Hamburger Law Firm, joins Mindy Diamond on this special podcast episode that explores the answer to that question and many more surrounding the recent withdrawals from the Protocol and advisor movement.

Show Me the Money: How Independent Advisors Monetize in the Short-Term

Show Me the Money: How Independent Advisors Monetize in the Short-Term

While most financial advisors dream about the freedom, flexibility and control of independence, many don’t make the move because of the perceived downside in the short-term economics. In this podcast, Mindy shares how there are now plenty of ways to monetize in the short-term.

Fact vs. Fiction: The True Realities of Independence for Financial Advisors

Fact vs. Fiction: The True Realities of Independence for Financial Advisors

As one of the relatively new models in the wealth management landscape, independence for financial advisors is often subject to headlines and hearsay. In this podcast episode, Mindy addresses some of the popular preconceived notions about independence, setting the record straight on common myths she hears from advisors.

A View from the Top: An Interview with Breakaway Broker Matt Celenza

A View from the Top: An Interview with Breakaway Broker Matt Celenza

What drives a wirehouse advisor to make the leap to independence? And what happens once they get to the other side? Hear it first hand in this one-on-one interview with breakaway broker Matt Celenza. Join Mindy Diamond, host of this podcast on independence for financial advisors considering change.

The RIA Space: Freedom and Flexibility Maximized

The RIA Space: Freedom and Flexibility Maximized

In this episode, Mindy explores the RIA space, for advisors with their sights set on the highest level of freedom and flexibility, plus the maximum ability to build long-term enterprise value. [podcast]

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