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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Independence 101

Brian Hamburger Talks Trends, Options and Opportunity—and What Advisors Need to Consider Before Making the Leap

Brian Hamburger Talks Trends, Options and Opportunity—and What Advisors Need to Consider Before Making the Leap

The Founder of Hamburger Law Firm and MarketCounsel shares his legal and business expertise on what financial advisors need to know about a leap to independence, post-Protocol moves, M&A, technology and the leveling of the playing field.

Exploring the Independent Broker Dealer Space

Exploring the Independent Broker Dealer Space

A conversation about the IBD model with Commonwealth Financial Network Managing Principal of Business Development, Andrew Daniels. Learn how the firm, 40 years in the making, has evolved, and how their model differs from others in the independent space.

Building Your Business Today as if You’re Selling it Tomorrow

Building Your Business Today as if You’re Selling it Tomorrow

After years of strong growth, many successful independent businesses find themselves at a plateau. Inorganic growth – via mergers and acquisitions (M&A) or recruiting – offers these firms a way to expand into new markets, improve buying power, gain scale and capture operating leverage. M&A can also increase the metrics on which the valuation of the business is based, and help solve for succession.

Independent But Not Alone

Independent But Not Alone

Independence may sound “isolating” to many financial advisors exploring the space. In this episode, Mindy dispels that myth, exploring how independent advisors can find support, synergy and a community to share ideas. [podcast]

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.

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.

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