Appearance Schedule

In addition to attending many of the top financial advisor industry conferences and events throughout the year, Mindy Diamond and members of the Diamond team are often speakers and panelists at the events as well.

Upcoming and recent events:

Fidelity Investments Clearing and Custody Solutions Recruiters Summit
March 23–24, 2017
Boston, MA
Topics: Stand and Deliver presentation and panel discussion
Speaker: Mindy Diamond

CFA Institute Webinar
March 1, 2017, 11am–12pm ET
Topic: Look Before You Leap: U.S. Wealth Advisors in a Dynamic Environment
Speaker: Mindy Diamond

The RIA West Investment Forum
October 18–19, 2016
San Francisco, CA
Topic: The Next Level for Your Firm: 4 Key Strategies to Drive Growth Through M&A and Recruiting
Speaker: Mindy Diamond

Women Advisors Forum
June 22, 2016
New York, NY
Topic: The Independent Advisor Space: The Challenges, Opportunities and Potential Pitfalls
Speaker: Mindy Diamond

InvestmentNews Roundtable
May 6, 2016
Topic: Short- and long-term implications of the Department of Labor’s fiduciary standard
Expert Panelist: Mindy Diamond

FA Invest In Women Conference
May 3–4, 2016
Dallas, TX
Topic: What kind of business is right for you?
Panelist: Barbara Herman

Webinar: How to Choose the Right Independent Broker-Dealer for You
Sponsored by LPL Financial
April 26, 2016
Expert session featuring Mindy Diamond

Wells Fargo FiNet External Recruiter Summit
February 22–23, 2016
St. Louis, MO

Source Media’s Recruiter’s Roundtable
February 17, 2016
New York, NY

TD Ameritrade National LINC 2016
February 3–6, 2016
Orlando, FL

MarketCounsel Summit
December 7–10, 2015
Miami, FL

Schwab IMPACT 2015
November 10–13, 2015
Boston, MA

Fidelity Investments Practice Management and Recruiters Summit
November 9–10, 2015
Boston, MA
Topic: Mindy Diamond Keynote – Practical Winning Strategies: Advisor Movement and Recruiting Trends

Envestnet Advisor Summit
May 6–8, 2015
Chicago, Illinois

March 30–31, 2015
Topic: Mindy Diamond Keynote – Defining Your Vision to Find Your Best Business Life

Market Counsel Summit
December 8–12, 2014
Topic: Mindy Diamond Interview with Sallie Krawcheck

Schwab Impact
November 4–7

Investment News Webinar
April 22, 2014
Topic: Attracting & Retaining Female Clients

February 11, 2014
Topic: The Advisory Talent Crisis: How Firms & Advisors Can Maximize Hiring Potential


<< Past event appearances…