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.
NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
The second of this 2-part series provides advisors with the key areas they need to pay attention to when conducting due diligence. From the steps advisors should take, the questions they need to ask, common missteps and traps to avoid, and much more. It’s an episode that sheds light on this important practice, providing value to those considering change, as well as those who may simply want to understand their options or develop their “Plan B.” 
Listen…
Advisors tend to jump into exploration mode even though they may not be clear on what they are trying to solve for. And that lack of clarity often leads them on a less than strategic wild goose chase. The first of a 2-part series on due diligence explores key questions advisors should ask themselves before taking meetings or calls. Even if you aren’t considering change, this episode will help to clarify your goals and vision for the future. Listen…
What does the future hold for M&A? Where are valuations headed? And what do you need to know to maximize the enterprise value of your business? FP Transitions’ CEO Brad Bueermann shares all that and more as he dives into identifying the key drivers and how to develop a plan to increase value over time, preparing for succession, creating a win-win scenario in a transaction, and much more. Listen…
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. Listen…
