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Everything You Need to Know About Independence: An Industry Update
While independence has become a more mainstream path for those considering change, we find that many advisors are still not completely aware of the options available in a continually evolving landscape. In this episode, Jason Diamond offers a quick yet thorough education on the independent space answering, the questions that many of our advisor-clients ask us during due diligence. 
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Industry Update on 2023: 10 Emerging Trends to Put on Your Radar
The CAN’T MISS episode of the year! Mindy Diamond and Louis Diamond go out on a limb to share predictions for 2023, gleaned from their unique perspective on all the things most important to advisors, including recruiting and deals, competition, incentives, vulnerability, and much more! It’s the one episode that serves as a guide to setting expectations for the new year for advisors and business owners alike. Listen…
A Special 5th Anniversary Episode: 5 Themes Driving Change in the Wealth Management Industry
While the podcast series started out 5 years ago exploring the independent space, Mindy Diamond on Independence evolved to sharing a wide range of topics and welcomed guests from throughout the wealth management industry. As a result, it became a “go-to resource” for advisors looking to stay current on a changing wealth management landscape. In this special episode, Mindy Diamond and Louis Diamond explore the most popular themes for financial advisors and independent business owners. Listen…
Industry Update on M&A: Why Buy? Tips for Those with Their Sights Set on Becoming an Acquirers
When it comes to M&A, there are plenty of independent business owners and wirehouse advisors who have their sights set on becoming acquirers, yet it’s an incredibly competitive environment with more buyers than sellers. This episode looks at the buy-side perspective, the attributes needed to become an attractive acquirer, the characteristics of prospective targets, examples of ex-wirehouse teams that have become effective acquirers, and more. It’s a well-rounded episode designed to offer useful takeaways for advisors and business owners alike. Listen…
2022 Transition Report: An Update on Advisor Movement in the Wealth Management Industry for H1
Which firms are top in recruiting and which are losing? Why are advisors at big brokerage firms changing jerseys so often? Why are independent advisors making moves? These are just some of the questions advisors ask on a regular basis—yet the answers can seem hard to come by. So, in this special episode, Louis and Jason Diamond introduce the findings from the Diamond Consultants Transition Report, the first of a semi-annual review of advisor movement in the wealth management industry. They share a background on the data, 10 key findings, representative deals, and more. Plus, visit the episode page to download the report. Listen…
The Complete Industry Update Series
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