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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Rich Steinmeier

How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large

How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large

3 “ex-wirehouse-turned-independent-industry-leaders” in a rare single forum: Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial. They join Mindy Diamond to share an “insider’s view” of the wirehouse world, wealth management, independence, and more.

Press-Release: Ex-Wirehouse Turned Independent Leaders Featured in Milestone Episode of Podcast Series for Financial Advisors, Mindy Diamond on Independence

Press-Release: Ex-Wirehouse Turned Independent Leaders Featured in Milestone Episode of Podcast Series for Financial Advisors, Mindy Diamond on Independence

July 22, 2020 Mindy Diamond Quoted A podcast that the host had initially planned as a “handful of episodes” surpasses 100,000 downloads and is airing a special broadcast with independent industry leaders Shirl Penney, President and CEO of Dynasty Financial Partners, Jim Dickson, CEO and Founder of Sanctuary Wealth, Rich...

LPL Reinvented: Going Beyond the Traditional Broker Dealer Model

LPL Reinvented: Going Beyond the Traditional Broker Dealer Model

With 30 years under its belt, LPL Financial is undergoing an evolution to what CEO Dan Arnold describes as “the next generation independent model.” Guests Rich Steinmeier and Marc Cohen share some inside baseball on the independent broker dealer’s new direction.

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