September 26, 2024
Mindy Diamond Featured
In this episode of “From the Ground Up,” Leo Kelly talks with Mindy Diamond, founder of Diamond Consultants and The Diamond Podcast. Mindy tells her story of starting as a reluctant entrepreneur to now a respected figure in financial advisor recruiting. She is a powerhouse in the industry! Over the course of her career, Mindy has transitioned over $250 BILLION in assets under management and has upended the traditional model for financial advisor recruiting. She shares the pivotal moments that shaped her career, including building a multi-generational family business.
Leo and Mindy share their experiences in seeing significant changes in wealth management over the past 25 years. Diamond Consultants was ahead of the curve and adapted to serve advisors’ evolving needs. We also discuss Mindy’s upcoming book, Should I Stay or Should I Go?. It’s a self-guided journey that walks advisors (or budding entrepreneurs) through the key steps that Diamond Consultants takes with their advisor clients.
It’s the strategic thought process and road map to professional self-discovery that is designed to help advisors considering a move in their career ask the right questions and think critically and objectively—whether they are considering a change or not.
