Industry-Leading Program Educates Prospective Breakaway Advisors and Existing RIA Firms on the Opportunities and Challenges Along the Path to Freedom and Success
Morristown, NJ — Diamond Consultants, recruiters and consultants to financial advisors and firms, announced today that their podcast series “Mindy Diamond on Independence” has surpassed 30,000 downloads—a milestone that Mindy Diamond herself never expected to reach.
Diamond, the President and CEO of Diamond Consultants, hosts the series and offers educational monologues, as well as engaging interviews with industry leaders and experts including Tim Oden, Senior Managing Director of Schwab Advisor Services; Mark Tibergien, CEO of BNY Mellon’s Pershing Advisor Solutions; Liz Nesvold, Founder and Managing Partner of Silver Lane Advisors; and Shirl Penney, CEO of Dynasty Financial Partners. She also invites top breakaway advisors to discuss their journeys to independence.
“We developed the podcast to help answer the many questions that advisors were asking about the independent space,” said Diamond. “We never expected it to resonate in the way that it has, the success and longevity clearly indicating a need for such content.”
The podcast series itself has been described by advisors as their “go-to resource” when learning about independence, while feedback from industry leaders has been equally positive.
“The success of ‘Mindy Diamond on Independence’ lies in the wide-range of perspectives shared by Mindy and her guests—perspectives that serve to inform others about the journey to independence,” Schwab’s Tim Oden, a guest on episode 20 of the series, said. “Mindy continues to be a strong advocate for advisors and the industry.”
The podcast has aired 35 episodes to date and covered topics that include descriptions of the different independent models, monetization opportunities, succession planning, inorganic growth, and mergers and acquisitions. Yet Diamond said that it’s the honest perspectives that her top breakaway advisor guests share that resonates best.
Diamond is also clear to note that while she finds the independent space exciting and that it answers a need that many advisors have, it’s not for everyone. The series was designed to aid in an advisor’s exploration process, with one of the first episodes focused on helping advisors identify if independence is right for them.
“No doubt, it’s where the puck is heading. As big brokerage firms become increasingly restrictive, more and more advisors are attracted to the greater freedom, flexibility and control of independence,” Diamond said. “Many advisors aren’t all that familiar with the space, and those who are find themselves surprised at how much the independent landscape has changed. Our goal is to fill the knowledge gap, and help advisors make career decisions from a position of strength.”
The series is available on the Diamond Consultants website, as well as all major podcast channels including Apple iTunes, Google Play, Stitcher, Spotify and YouTube. The series is also recast on WealthManagement.com and IRIS.xyz.
Click here for a full description of the podcast series. is available on the Diamond website: https://diamond-consultants.com/podcast-mindy-diamond-independence/
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