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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Podcast for Financial Advisors: Mindy Diamond on Independence

A podcast for financial advisors who have come to realize that independence isn’t just a model—but a mindset as well.

The wealth management industry has changed greatly over the last decade, with independent models becoming more mainstream than ever before. And while the original intent of this podcast for financial advisors was to focus solely on the independent space, the content has expanded to offer a wider view of the industry landscape and the notion of achieving what advisors want most: greater freedom and control over their business lives.

That is, “independence” has come to represent both the models and the mindset.

Join Mindy and Louis Diamond on a journey to explore this evolving industry landscape. Along with guests including industry leaders and breakaway advisors, they discuss various models from the wirehouses, regional firms, broker dealers on through to independence. Plus they offer comparisons between different types of independent models including supported independence, independent broker dealers (IBDs), registered investment advisors (RIAs), and hybrid RIAs. And share some practice management advice along the way.

The goal of this series remains: To dispel some myths, share some facts, and help advisors get better educated on the options available without any concern over confidentiality or obligation. Be sure to subscribe and stay up-to-date.

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Everything You Need to Know About Independence: An Industry Update

Everything You Need to Know About Independence: An Industry Update

While independence has become a more mainstream path for those considering change, we find that many advisors are still not completely aware of the options available in a continually evolving landscape. In this episode, Jason Diamond offers a quick yet thorough education on the independent space answering, the questions that many of our advisor-clients ask us during due diligence. play Listen…

Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd

In a rare appearance, and a milestone event for a series originally designed to explore the independent space, Andy Sieg, President of Merrill Lynch Wealth Management, joins the show for a candid one-on-one interview with Mindy Diamond. They discuss his perspective of what’s top-of-mind for Merrill advisors when it comes to culture, growth, recruiting, transition deals, the growth grid, Bank of America, independence, and much more. play Listen…

The Most Valuable Advice for Advisors and Business Owners

In what’s become one of our most popular episodes each year, we take a step back to relive some of the highlights of the 2022 season that reflect the notion of independence. That is, taking it beyond the model, with a greater focus on the overall concept of freedom and flexibility. Learn from a curated list of guests who share the most actionable advice and commentary on achieving autonomy, considering change, serving clients’ needs, succession, next gens, growth, and much more. play Listen…

Industry Update on 2023: 10 Emerging Trends to Put on Your Radar

The CAN’T MISS episode of the year! Mindy Diamond and Louis Diamond go out on a limb to share predictions for 2023, gleaned from their unique perspective on all the things most important to advisors, including recruiting and deals, competition, incentives, vulnerability, and much more! It’s the one episode that serves as a guide to setting expectations for the new year for advisors and business owners alike. play Listen…

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  • Everything You Need to Know About Independence: An Industry Update
    A quick yet thorough education for advisors on the independent space answering the questions that many of our advisor-clients ask us during due diligence.
  • The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, in a candid one-on-one interview with Mindy Diamond.
  • An annual digest of the 2022 season’s most ground-breaking commentary for financial advisors and business owners on topics including autonomy, change, clients’ needs, succession, next gens, growth, and much more.
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