Diamond Consultants is a nationally recognized boutique firm specializing in placing financial advisors nationwide. Our singular and genuine commitment to understanding the needs and goals of financial advisors enables us to deliver valuable individualized service and career guidance to the financial services community. Please visit our website at www.diamond-consultants.com and/or follow Mindy Diamond on Twitter at @mindydiamond.
Recently, Dynasty Financial Partners and Private Asset Management Magazine hosted a panel discussion on the topic of "powering independence." The expert panel included Bob Oros, EVP, Head of RIA Sales and Relationship Management for Fidelity Institutional Wealth Services; Brian Hamburger, Founder and Managing Director of MarketCounsel, Mindy Diamond, President and CEO of Diamond Consultants; and Shirl Penny, Partner, President and CEO of Dynasty Financial Partners. This paper is a compliation of questions and answers from that discussion.