Podcast: Mindy Diamond on Independence

Mindy Diamond On Independence Podcast for Financial Advisors

A bi-weekly podcast series for financial advisors exploring the independent space

Mindy Diamond Podcast On IndependenceAs a nationally recognized recruiter and consultant to financial advisors, Mindy Diamond has unmatched experience in introducing advisors to the independent space, an option that has greatly expanded yet remains somewhat of a mystery to many advisors. Her goal in this series is to dispel some myths, share some facts and to 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. Diamond explores the options available in the space, helping advisors to assess if it’s right for them. She offers comparisons between different types of independent models from Independent Broker Dealers (IBD) to Registered Investment Advisors (RIA) and Hybrid RIAs. Episodes will also include conversations with industry leaders and breakaway advisors who left the captive employee world for one where they could grow their advisory business in a way that aligned with their own goals. Be sure to subscribe and stay up to date.



Ep 1: Independence: How did we get here, and where are we going?

Ep 2: How to Determine if You’ve Got the “Right Stuff” for Independence

Ep 3: Exploring the Independent Broker Dealer Model

Ep 4: The RIA Space: Freedom and Flexibility Maximized

Ep 5: A View from the Top: An Interview with Breakaway Broker Matt Celenza

Ep 6: Fact vs. Fiction: The True Realities of Independence for Financial Advisors

Ep 7: Show Me the Money: How Independent Advisors Monetize in the Short-Term

SPECIAL EPISODE: What Non-Protocol Status Means for Those Considering Independence – An interview with Sharron Ash from Hamburger Law Firm

Ep 8: The Bigger Picture: How to Monetize Your Life’s Work in the Long-Term

Ep 9: Trust in Yourself – Taking a Leap of Faith to Build an Enduring Legacy

Ep 10: Dollars and Sense: How a Move to Independence Really Adds Up

Ep. 11: Quasi-Independence: The Sophisticated Independent Model that Offers the Best of All Worlds

Ep. 12: A Multi-Generational Indy Breakaway Story

This podcast is also available on…

Mindy Diamond on iTunes           Listen on Google Play Music           Diamond Consultants Podcast on YoutUbe

And on WealthManagement.com