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OWS – Annual Recruiter’s Roundtable 2014

Mindy Diamond Quoted - By Kris Frieswick, OnWallStreet - It shouldn't surprise anyone that if you put nine top recruiters in a room to discuss the state of the wealth advisor industry, they would come down on the side of now would be an excellent time for many of those advisors to make a move. But over the course of the day-long discussions that comprised On Wall Street's 2014 Recruiter's Roundtable, it became clear that their reasons were far from self-serving.

On Wall Street

Mindy Diamond Quoted
By Kris Frieswick

It shouldn’t surprise anyone that if you put nine top recruiters in a room to discuss the state of the wealth advisor industry, they would come down on the side of now would be an excellent time for many of those advisors to make a move. But over the course of the day-long discussions that comprised On Wall Street‘s 2014 Recruiter’s Roundtable, it became clear that their reasons were far from self-serving.

OWS: Let’s talk about the new types of advisory models that are emerging. Which ones are capturing your attention?

MINDY DIAMOND: RIA-land always existed, but the big advisor who wanted cachet would never have considered it. Today, the custodians and technology allow them to duplicate the desktop, and the experience and the service of a wirehouse in a boutique, so advisors are really working in a turnkey environment. The cherry on top is getting not only cash but equity, which again is a way to create wealth, or to build wealth, that wasn’t necessarily available to them as an employee advisor.

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Mindy Diamond

Chairman of the Board – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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