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Transparency with Diana B.
Celebrity Estates: Wills of the Rich and Famous
Financial Advisor Success
WMRE Common Area Podcasts
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 them determine if the model is right for them. She’ll share a story of two advisors who, after asking themselves a series of questions, concluded that independence was not right for them.
Mindy will offer 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
Listen to the podcast
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