A podcast for financial advisors exploring independence and other options in an expanded landscape
As nationally recognized recruiters and consultants to financial advisors, Mindy Diamond and Louis Diamond have unmatched experience in introducing advisors to the independent space, an option that has greatly expanded yet remains somewhat of a mystery to many advisors. The goal: To dispel some myths, share some facts, and help advisors get better educated on the model without any concern over confidentiality or obligation.
While independence offers a great deal of freedom and flexibility, it’s not for everyone. The series explores options available in an expanding industry landscape, offering comparisons between different types of independent models from Independent Broker Dealers (IBDs) to Registered Investment Advisors (RIAs) and Hybrid RIAs. Episodes also include conversations with industry leaders and breakaway advisors who left the employee world for one where they could grow their advisory business in ways they could not in the brokerage space. Be sure to subscribe and stay up-to-date.