๐—ง๐—ต๐—ฒ ๐——๐—ถ๐—ฎ๐—บ๐—ผ๐—ป๐—ฑ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜ ๐—ณ๐—ผ๐—ฟ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜€

๐—ง๐—ต๐—ฒ ๐——๐—ถ๐—ฎ๐—บ๐—ผ๐—ป๐—ฑ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜ ๐—ณ๐—ผ๐—ฟ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜€

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 industryโ€™s 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 itโ€™s at a wirehouse, regional, boutique, or independent firm. Weโ€™ve transitioned more than a quarter of a trillion dollars in assets under management in the past decade. But weโ€™re far more than just recruiters. Weโ€™re future-proofers, business coaches, and career sherpas who meet advisors where they are, years before theyโ€™re 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
https://www.diamond-consultants.com/podcast-mindy-diamond-independence-2/
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

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