Industry Update: Podcast for Financial Advisors from Diamond Consultants

It’s impossible to talk about independence without addressing the industry at-large. That’s because the independent space itself was born as a result of changes within the landscape—an ongoing evolution cultivated by shifting advisor sentiment and client expectations.

So to address requests from listeners of our flagship podcast series, Mindy Diamond on Independence, these episodes take a broader look at what’s going on in the wealth management world and the impact on an advisor or business owner’s ability to serve their clients and grow their businesses.

Get notified of updates to the series…

The convention of offering a forgivable loan or recruitment deal has been the subject of a long-standing debate in the wealth management industry. Should advisors take the upfront deal or opt for the long-term potential of independence?

Industry Update on Recruiting: Should You Go for the Forgivable Loan?

The convention of incenting advisors to join a firm by offering a forgivable loan or recruitment deal has been the subject of a long-standing debate in the wealth management industry. For advisors considering their options, it means making a choice: Should you monetize your business now with the short-term windfall of what could be life-changing money or opt for the long-term potential of independence and forego the outsized check? Mindy and Louis explore both sides of the topic. Listen…

Industry Update on Partnerships: 10 Questions to Help Identify if You’re Still Right for Each Other

When it comes to building a strong business, there is nothing better than a great partnership. Like a happy marriage, it provides the perfect environment for synergy, with added capacity and expertise, a path for succession and enhances the overall success for the advisors. Yet the shared mindset the advisors started out with years ago may not be the same today. In this episode, Mindy and Louis discuss the genesis of partnerships and share 10 questions you should ask to determine if you’ve just hit a rocky patch or if breaking up may be the best path. Listen…

Industry Update: A Powerful Strategy to Accelerate Growth for Financial Advisors

Growth: It’s top of mind for every advisor and independent business owner. And the ability to both inform clients and nurture relationships while attracting prospects can seem daunting. In this episode, Mindy Diamond discusses how harnessing the power of content marketing has proven to be a gamechanger for her firm. She shares tips and advice for financial advisors on how to build your own “marketing machine.” Listen…

Podcast for Financial Advisors: Industry Update

It’s impossible to talk about independence without addressing the industry at-large. That’s because the independent space itself was born as a result of changes within the landscape—an ongoing evolution cultivated by shifting advisor sentiment and client expectations.

So to address requests from listeners of our flagship podcast series, Mindy Diamond on Independence, these episodes take a broader look at what’s going on in the wealth management world and the impact on an advisor or business owner’s ability to serve their clients and grow their businesses.

Get notified of updates to the series…

Industry Update on Recruiting: Should You Go for the Forgivable Loan?

Industry Update on Partnerships: 10 Questions to Help Identify if You’re Still Right for Each Other

Industry Update: A Powerful Strategy to Accelerate Growth for Financial Advisors

The Complete Industry Update Series

Get notified of updates to the series…

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