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Independence: How Did We Get Here, and Where Are We Going?Independence: How Did We Get Here, and Where Are We Going?

Independence is not for all financial advisors, but it’s a topic everyone wants to learn more about.

Mindy Diamond, Columnist: Career Moves

November 7, 2017

In the first episode of her podcast on independence for financial advisors, Mindy Diamond explores the origins of the space, the backstory of its explosive growth, and introduces key players behind the momentum. She discusses key trends to be aware of, why so many advisors find independence attractive, and defines the profile of a typical independent advisor.

In this episode, Mindy will explore:

  • How did we get here? What were the forces at play?

  • Key players

  • New models born

  • The momentum of breakaway teams

  • An accelerating trend that’s here to stay

  • The profile of the typical independent advisor

Listen to the podcast

About the Author

Mindy Diamond

Columnist: Career Moves, CEO, Diamond Consultants

https://www.diamond-consultants.com/

Mindy started Diamond Consultants in 1998 from her bedroom floor—and today it’s known as one of the leading consulting and recruiting firms for the industry’s top financial advisors. Drawing from her own entrepreneurial experience, the firm employs a unique relationship-driven approach that helps individuals and organizations achieve what she refers to as their “Best Business Lives.” Mindy hosts the popular podcast series Mindy Diamond on Independence, is a prolific writer and regular media contributor.

For more information, visit: https://www.diamond-consultants.com/team/mindy-diamond/