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.