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

Exploring the Independent Broker Dealer Model

Exploring the Independent Broker Dealer Model

In this podcast, Mindy explores the Independent Broker Dealer or IBD model offers a mix of freedom and support for advisors who want flexibility but also to retain some of the “scaffolding” they’re accustomed to.

How to Determine if You’ve Got the “Right Stuff” for Independence

How to Determine if You’ve Got the “Right Stuff” for Independence

After exploring the origins of independence in the first episode of this series on independence for financial advisors, in this episode Mindy Diamond walks advisors through a process to help them determine if the model is right for them. She’ll share a story of 2 advisors who, after asking themselves a series of questions, identified that independence was not right for them.

Independence: How did we get here, and where are we going?

Independence: How did we get here, and where are we going?

In the first episode of her podcast on independence, 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.

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Recent News & Articles

  • Everything You Need to Know About Independence: An Industry Update
  • Realistic Measures: Identifying What’s Portable and What’s Not
  • Why Merrill, Bucking Trend, Won’t Offer Independent Model for Advisors
  • Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd
  • Why Wealth Management is Goldman Sachs’ New ‘Crown Jewel’ with Dealmaking at a Standstill
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