๐ฅ ๐๐ง๐จ๐ญ๐ก๐๐ซ ๐๐ซ๐๐๐ญ ๐๐ฉ๐ข๐ฌ๐จ๐๐ ๐๐ซ๐จ๐ฆ ๐๐ก๐ ๐๐ข๐๐ฆ๐จ๐ง๐ ๐๐จ๐๐๐๐ฌ๐ญ ๐๐จ๐ซ ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฌ Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. Itโs like having a free session on growth with one of the best coaches in the business. ๐๐ข๐ฌ๐ญ๐๐ง ๐ข๐ง ๐๐ง๐ ๐ฅ๐๐๐ซ๐งโ๐๐ญ ๐ญ๐ก๐ ๐ฅ๐ข๐ง๐ค ๐๐๐ฅ๐จ๐ฐ ๐จ๐ซ ๐จ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐๐๐ฏ๐จ๐ซ๐ข๐ญ๐ ๐ฉ๐จ๐๐๐๐ฌ๐ญ ๐๐ฉ๐ฉ. https://bit.ly/4eTgzIP
๐ง๐ต๐ฒ ๐๐ถ๐ฎ๐บ๐ผ๐ป๐ฑ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐ ๐ณ๐ผ๐ฟ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐๐ฑ๐๐ถ๐๐ผ๐ฟ๐
Financial Services
Morristown, New Jersey 133 followers
Podcast for Financial Advisors - Insights on Transitions, Independence andAdvisor Growth
About us
This podcast is designed for financial advisors like you โ who are interested in learning more about the evolving wealth management industry through in-depth dialogues with breakaway advisors, C-suite executives, and industry thought leaders. Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industryโs brightest movers and shakers. At Diamond Consultants, our mission is to help financial advisors live their best business life. We guide elite advisors in search of the right place for their business and their clients, whether itโs at a wirehouse, regional, boutique, or independent firm. Weโve transitioned more than a quarter of a trillion dollars in assets under management in the past decade. But weโre far more than just recruiters. Weโre future-proofers, business coaches, and career sherpas who meet advisors where they are, years before theyโre ready to move. We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and create a personal roadmap of options they might never have considered otherwise. And unlike most recruiters, our business is built on relationships, not transactions. Making a move is a big deal and we would never sell you into a move. We offer unbiased guidance that puts advisorsโ interests first, with no cost or obligation to you. Even when that means staying where you are. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
- Website
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https://www.diamond-consultants.com/podcast-mindy-diamond-independence-2/
External link for ๐ง๐ต๐ฒ ๐๐ถ๐ฎ๐บ๐ผ๐ป๐ฑ ๐ฃ๐ผ๐ฑ๐ฐ๐ฎ๐๐ ๐ณ๐ผ๐ฟ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐๐ฑ๐๐ถ๐๐ผ๐ฟ๐
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Morristown, New Jersey
- Founded
- 1998
- Specialties
- financial advisor recruiters, financial advisor consultants, and financial advisor headhunters
Updates
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๐ง ๐๐ก๐ ๐๐ข๐๐ฆ๐จ๐ง๐ ๐๐จ๐๐๐๐ฌ๐ญ ๐๐จ๐ซ ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฌ - ๐ฅ๐ข๐ฌ๐ญ๐๐ง & ๐ฌ๐ฎ๐ฌ๐๐ซ๐ข๐๐ ๐จ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐๐๐ฏ๐จ๐ซ๐ข๐ญ๐ ๐ฉ๐จ๐๐๐๐ฌ๐ญ ๐๐ฉ๐ฉ. Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their businessโs value drivers and how to maximize each, even if you arenโt interested in going independent or selling your business. ๐๐ข๐ฌ๐ญ๐๐ง ๐ข๐ง ๐ก๐๐ซ๐: DC Website: https://bit.ly/3xzyFy7 Linkedin: https://bit.ly/3IIcesJ Apple Podcasts: https://apple.co/3wUquvY Google Podcasts: https://bit.ly/4auLUP7 YouTube: https://bit.ly/4aSQ4QU
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๐๐ผ ๐๐ก๐๐๐ค ๐จ๐ฎ๐ญ ๐ญ๐ก๐ข๐ฌ ๐๐ฉ๐ข๐ฌ๐จ๐๐ ๐จ๐ ๐ญ๐ก๐ ๐๐ข๐๐ฆ๐จ๐ง๐ ๐๐จ๐๐๐๐ฌ๐ญ ๐๐จ๐ซ ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฌ ๐๐ผ Expert industry attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move, plus how to prepare your business for change, with actionable best practices to adopt today. ๐๐ข๐ฌ๐ญ๐๐ง ๐ข๐ง ๐๐ง๐ ๐ฅ๐๐๐ซ๐งโ๐๐ญ ๐ญ๐ก๐ ๐ฅ๐ข๐ง๐ค ๐๐๐ฅ๐จ๐ฐ ๐จ๐ซ ๐จ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐๐๐ฏ๐จ๐ซ๐ข๐ญ๐ ๐ฉ๐จ๐๐๐๐ฌ๐ญ ๐๐ฉ๐ฉ. Our Website: https://bit.ly/4ezWHdB Linkedin: https://bit.ly/4cizuKH Apple Podcasts: https://apple.co/3xqF3YJ YouTube: https://bit.ly/4ezWK9h
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๐๐ผ ๐๐ก๐๐๐ค ๐จ๐ฎ๐ญ ๐ญ๐ก๐ข๐ฌ ๐๐ฉ๐ข๐ฌ๐จ๐๐ ๐จ๐ ๐ญ๐ก๐ ๐๐ข๐๐ฆ๐จ๐ง๐ ๐๐จ๐๐๐๐ฌ๐ญ ๐๐จ๐ซ ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฌ ๐๐ผ In a world managed to the lowest common denominator and driven by heavy-handed compliance, every employee advisor is vulnerable. In this episode, Mindy and Louis break it all down, share warning signs all advisors should pay attention to and proactive steps an advisor can take to protect themselves. ๐๐ข๐ฌ๐ญ๐๐ง ๐ข๐ง ๐ก๐๐ซ๐: https://bit.ly/4bXVKJQ
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Goldman Custody Platform Trailblazers: $1B Merrill Breakaway Team One Year Later โwith Scott Shagrin, Ira Ravitz, and Lisa Westermark, Beverly Hills Private Wealth Listen in: https://bit.ly/3S8uWjg
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๐ฅ ๐๐ข๐ ๐ฒ๐จ๐ฎ ๐ฆ๐ข๐ฌ๐ฌ ๐ญ๐ก๐ข๐ฌ ๐๐ฉ๐ข๐ฌ๐จ๐๐ ๐จ๐ ๐ญ๐ก๐ ๐๐ข๐๐ฆ๐จ๐ง๐ ๐๐จ๐๐๐๐ฌ๐ญ ๐๐จ๐ซ ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฌ? What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experiencing. ๐๐ข๐ฌ๐ญ๐๐ง ๐ข๐ง ๐ก๐๐ซ๐: Our Website: https://bit.ly/4awRRv8 Linkedin: https://bit.ly/3PqRklF Apple Podcasts: https://apple.co/3Vzdcz8 YouTube: https://bit.ly/3xxhpd1