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.
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]
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.
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.
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.
