The Diamond Podcast for Financial Advisors

Designed for financial advisors like you – who are interested in learning more about the evolving wealth management industry through in-depth dialogues with breakaway advisors, C-suite executives, and industry thought leaders.

Living Up to the Name

WealthManagement-com

By Mindy Diamond

After the 2008 financial crisis, more advisors began to embrace independence, especially as some of the big names in the brokerage business were in the headlines for mergers, bailouts and Congressional hearings. Many clients recognized that their wealth is not managed by the big name on the letterhead, but by the individual advisor they trust.

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