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Podcast

Independence for Financial Advisors

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

Posted by Mindy Diamond

Independence is not for all financial advisors, but it’s a topic everyone wants to learn more about.

In the first episode of her podcast on independence for financial advisors, 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.

In this episode, Mindy answers:

  • How did we get here?
  • What were the forces at play?
  • Who are the key players?
  • What are the new models that advisors should be aware of?
  • What is the real momentum behind breakaway teams?
  • Is independence an accelerating trend that’s here to stay?
  • What is the profile of the typical independent advisor?

 

Podcast: Play in new window | Download (Duration: 15:07 — 21.4MB)

Subscribe: Apple Podcasts | Google Podcasts | Spotify | Pandora | Stitcher | TuneIn | Deezer | RSS


Related Resources

Just how entrepreneurial are you?
6 ways the entrepreneurial mindset differs from the employee mindset and how it can shape your future. Read ->

“Am I too old to go independent?”
As advisors age, many assume that the options for their business life are dwindling. That couldn’t be further from the truth. Read ->

Former UBS Advisors Launch IFAM Capital
[Case Study] Former UBS Advisors Launch IFAM Capital Advisors, A RIA with 3 Offices in the Rocky Mountain Region. Read ->

Feeling out of “sync”?
The pinwheel paradigm can help an advisor move energy in a single direction to create a congruent business life. Read ->

Great Expectations: 4 Ways The Needs and Sophistication of Advisors and Their Clients Have Evolved the Industry
Advisors – whether they sit within traditional firms as employees or are owners of independent practices – have expectations that are far different today than they were just 5 years ago. Read ->

2017 Landscape of the Wealth Management Industry
[PDF] The annual survey that arms you with knowledge of a vastly changed industry. Download ->


This podcast is also available on…

Mindy Diamond on iTunes           Listen on Google Play Music           Diamond Consultants Podcast on YoutUbe

 

Browse other episodes in this podcast series…

 

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Mindy Diamond

About Mindy Diamond

President and CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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