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In the News

Independence or No Independence?

Posted by Mindy Diamond

Financial Advisor-IQ

Mindy Diamond Quoted

Susan B. Anthony once said that “independence is happiness.” And while that may be true in many instances, getting to happiness and independence in the world of financial advising isn’t an easy feat, according to an article by Mindy Diamond in Wealth Management.

Diamond writes that the lure of going independent is strong for many advisors, especially as many face an end to their retention deals. Red tape, bureaucracy and overall frustration with the day-to-day operations in-house can make cutting the strings seem all the more urgent.

Read more…

 

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About Mindy Diamond

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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