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Podcast

Independence for Financial Advisors

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

Posted by Mindy Diamond

Independence is not for every advisor. Here’s how to strategically determine if it’s the right path for you.

After exploring the origins of independence in the first episode of this series on independence for financial advisors, Mindy Diamond walks advisors through a process to help determine if the model is right for you. She shares a story of 2 advisors who, after asking themselves a series of questions, identified that independence was not right for them.

Mindy offers the following:

  • The key characteristics of someone who should not go independent.
  • The story of “Bill and Sam”—advisors who “thought” they wanted to go independent.
  • A self-assessment to clarify your goals before you start exploring.

 

Podcast: Play in new window | Download (Duration: 20:19 — 28.6MB)

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2018 Landscape of the Wealth Management Industry
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Mindy Diamond

About Mindy Diamond

President and CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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