Podcast appearances and mentions of mindy diamond

What drives the industry's top advisors and teams? This special episode with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.

In this episode, Duncan MacPherson sits down with Mindy Diamond, founder and CEO of Diamond Consultants, to explore the pivotal question every advisor grapples with: Should I stay or should I go? Mindy shares insights from her latest book, “Should I Stay or Should I Go?”, which isn't merely a guide on moving firms but … Continue reading Aligning for Success: Choosing the Right Environment for Your Advisory Practice with Mindy Diamond, Ep. 68 →

Guest: Mindy Diamond, the founder and CEO of Diamond Consultants and the author of a fantastic new book called Should I Stay or Should I Go? In a Nutshell: Between the competition for top talent at large firms and the proliferation of smaller lifestyle RIAs, many advisors feel like they need to be constantly evaluating their career options. But the grass is not always greener, and FOMO should never be the lead driver of a major career decision. Instead, advisors should follow their internal compass towards opportunities that will help them accomplish what matters the most to them in their lives and work. On today's show, Mindy Diamond shares the process she uses to help advisors clarify their goals and make the right decision for their careers. We also explore the concept of living your best business life and how aligning your personal values with your professional environment is a key to long-term success. Mindy offers practical advice for advisors at any stage of their careers on assessing your options, asking the right questions, and understanding when it's time to stay put or make a move.

Advisors often face the fear of the unknown, feeling dissatisfied but stuck in “what ifs.” Erin Rocchio, coach and Managing Partner at Evolution, joins Mindy Diamond to share strategies that help advisors break free of this inertia, acknowledge fear, and open their minds to transformational change.

Many advisors are drawn to independence for the control and equity-building potential it offers, yet find themselves wondering if monetization in the short term might be the better way to go. Jason Diamond and Mindy Diamond provide insights and guidelines to help advisors navigate these choices with strategies to assess factors like growth, profitability, succession planning, and short- vs. long-term goals.

Mindy Diamond and Louis Diamond share ideas from 25 years of experience to help advisors navigate the daunting process of transition and advice on how to better cope with what can feel like a tumultuous ride.

George Moriarty, our chief content officer, makes his inaugural visit to the podcast to chat about Bruce's amazing Neal award. Mindy Diamond starts off the episode with a conversation about adviser movement, the wirehouses, compensation and why there aren't more female RIAs.

Episode Notes Bruce and Jeff talk to Louis Diamond, president of Diamond Consultants, about First Republic Bank, JPMorgan's role as its acquirer, and what the road ahead may look like for the First Republic brokers and clients. They also discuss the road paved by Louis' mother, Mindy Diamond, who started Diamond Consultants at a time when a woman leader in the industry wasn't common. As one of the industry's largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients' eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.

What does an advisor need to know when embarking upon due diligence? In the second of this 2-part series, Mindy Diamond and Jason Diamond provide the key steps to a strategic process with focused outcomes.

What is it that advisors need to be aware of before jumping into due diligence? In the first of a 2-part series, Mindy Diamond and Louis Diamond share advice on the threshold questions to ask yourself before taking meetings or calls.

Bruce and Jeff talk to Louis Diamond, president of Diamond Consultants, about First Republic Bank, JPMorgan's role as its acquirer, and what the road ahead may look like for the First Republic brokers and clients. They also discuss the road paved by Louis' mother, Mindy Diamond, who started Diamond Consultants at a time when a woman leader in the industry wasn't common. Guest Bio:As President of Diamond Consultants, Louis is responsible for the day-to-day operations of the firm, with an eye toward future growth. Much like the advisors he counsels, his focus remains on providing the best advice possible for those we work with while transforming the firm into a scalable enterprise.After graduating magna cum laude with a BBA degree in Finance and International Business from George Washington University, Louis began his career with some of the biggest names in the financial services industry. Working as a consultant at Ernst & Young, and in wealth management at Morgan Stanley and UBS, prepared him to understand the financial world from a client's perspective.

Mindy Diamond and Louis Diamond share perspectives from their unique vantage point on the impact of the banking crisis on advisor movement, their clients, and the wealth management industry at large.

What is the relevance of two $10mm teams leaving Merrill within one week's time? Mindy Diamond and Louis Diamond answer that question, sharing case studies on the moves citing unique drivers and more.

The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, in a candid one-on-one interview with Mindy Diamond.

In an annual review for financial advisors, Mindy Diamond and Louis Diamond look at the past year's activity and discuss developing trends that are destined to drive change for 2023, including recruiting, deals, M&A, and much more.

Podcast: Mindy Diamond on Independence for Financial Advisors (LS 38 · TOP 2% what is this?)Episode: Coach to the Advisor Elite: CEG's John Bowen on What it Really Takes to Build a Blockbuster BusinessPub date: 2022-04-07 A conversation with John Bowen, Founder & CEO of CEG Worldwide Overview What's the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help them break through to the next level and accelerate growth—and more. Watch… Listen in… > Download a transcript of this episode… About this episode… So what does it really take to become a top financial advisor? For many, it seems like an elusive title, limited to a chosen few. But in reality, elite wealth managers aren't born that way. Sure, they are driven by a determination to succeed with a high level of motivation. But it's not all nature—much of success comes from “nurture.” That is, learning from the best—like the guest on this episode, John Bowen, founder and CEO of CEG Worldwide. In speaking with other top advisors, many credit John's teachings as the “real gamechangers” for their businesses. And John speaks from experience: Prior to CEG, he built a wealth management business with some $2B in AUM. John helps advisors who are looking to break through to the next level and accelerate growth—a topic that ranks among the most popular on our show and one he talks about with Mindy Diamond, including: John's 26-year tenure as a financial advisor—and how that experience informs his coaching style and teachings. The real value of a “great coach” to a financial advisor—and how advisors can get the most out of their experience. The typical issues that advisors are looking to solve for—and how they can get back to the “simplicity” they may have experienced earlier in their careers. The dreaded “good enough” level that advisors get stuck at—and how to break through and build an amazing life of significance. The importance of providing a world class experience for clients—and how that impacts growth. Transitioning from “chasing clients” to “choosing” them—and why that should be a key goal to achieve. As John says, “Every advisor should create value independent of their firm or strategic partner.” That is, focus on doing all that YOU can to serve clients and grow your business. Take an annual look at your practice, your firm and the options available to you. And learn to embrace change—because advisors who are thriving are those who have learned to be a conduit to their clients, connecting them to new and exciting opportunities. Ultimately, it's a conversation that dives into what “really” helps advisors accelerate growth and live their best business life. Be sure to watch the video version or listen in to the audio only format—and visit this link for the special offer John mentions on the episode. Related Resources Mega-Moves: What's Driving the Movement of Advisors and Teams Managing a Billion or More? Change is typically motivated by a combination of pushes and pulls. Yet in the case of financial advisors managing $1B+, those factors are even greater. What are some of the common motivations for these advisors to consider change? Read-> How to Optimize Your Business for Growth and Success: 8 Questions Advisors Need to Ask Themselves Rising above the day-to-day tasks of your “job” to invest time in thoughtful strategizing and planning can be the gamechanger you've been looking for. Read-> 2021's 10 Most Valuable Lessons from Advisors and Business Owners Key insights shared by recent breakaway advisors and independent business owners curated from the 2021 season of the podcast series for financial advisors. Topics include why they chose independence, motivations to change, impact to clients and more. Listen-> John Bowen Founder and CEO John Bowen is the founder and CEO of CEG Worldwide, the world's leading coaching firm for financial advisors. Since 2000, Bowen and his team have had the privilege of coaching elite financial advisors to build simple, elegant wealth management businesses that serve their affluent clients extremely well while building lives of significance for themselves, their teams and their loved ones. Before founding CEG Worldwide, Bowen worked directly with affluent clients as a financial advisor for 26 years, managing up to $2 billion in assets before selling his firm. Following the sale of his firm, he became CEO of Assante Capital Management. Under his leadership, Assante more than tripled assets under management to more than $25 billion. Bowen is widely recognized as a leader in the financial services industry. Over three decades, he has delivered hundreds of keynote presentations and workshops to thousands of top advisors around the world. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. And he is the author or co-author of more than a dozen books, including Elite Wealth Planning: Lessons from the Super Rich, The Wealthy Client Pipeline: Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys and Accountants and Breaking Through: Building a World-Class Wealth Management Business. Also available on your favorite podcast app and other media sites                                           Browse other episodes in this podcast series… The podcast and artwork embedded on this page are from Mindy Diamond - Financial Advisor Recruiter and Consultant, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Mindy Diamond and Louis Diamond explore 10 of the most common practices and behaviors of elite wealth management teams based on their experiences in guiding many of the industry's top players.

Scott was inspired to record a solo episode on an article called “Eight Questions for Advisors to Optimize Their Business for Growth” by Mindy Diamond. Scott goes over the 8 questions in detail and he shares his experiences, thoughts, and his own goals for personal and business development. This episode is all about optimizing yourself and your business. Connect with Scott on LinkedInFollow Scott on InstagramFor more on The Optimized Advisor Podcast click here  Read the article hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

Making the decision to breakaway from a wirehouse or larger firm can be a daunting one. There are many things to consider when making a move to independence. In this episode, Louis Diamond offers some important insights into that decision making process. Louis Diamond is president of Diamond Consultants and responsible for the day-to-day operations of the firm, with an eye towards future growth. After graduating magna cum laude with a BBA degree in finance and international business from George Washington University, Louis began his career at Ernst & Young, and later at Morgan Stanley and UBS. Louis is an author and contributor to the financial services media on industry news and trends, including The Wall Street Journal, Financial Planning magazine, Barron's, The Washington Post, wealthmanagement.com, FundFire, RIABiz, ThinkAdvisor, Citywire, and On Wall Street. Louis is also co-host of the podcast Mindy Diamond on Independence. Advisors who go independent, they do it for many other reasons than just the economics. Math has to make sense. Your family has to be comfortable with it. You have to have the confidence that it's the right move. But other factors, like having ultimate flexibility and control, and building a business, those factors have to be weighted pretty heavily…” Louis Diamond

Mindy Diamond discusses how harnessing the power of content marketing has proven to be a powerful growth engine for her firm. She shares tips and advice for employee and independent financial advisors on how to build your own “marketing machine.”

Mindy Diamond — 0:30-28:00The pandemic effect on advisers moving.Longer-term trends in adviser movement and the shifting landscape for the wirehouses.Compensation trends.The job search process for advisers, and asking the right questions.Diversity in financial services.Why aren't there more female RIAs?George Moriarty — 28:45-49:45How the financial advice industry is changing.The role RIAs play in that transition.Preview of the second half of 2021 for InvestmentNews.Pandemic lessons learned for running a business and team.This episode sponsored by Broadridge.Broadridge is a global fintech leader whose infrastructure powers investing, corporate governance & communications. Visit Broadridge.comFor more on retirement planning and strategies for 2021 tune in to Retirement 2021 and beyond webcast OnDemand.Guest BiosMindy Diamond started Diamond Consultants in 1998 with nothing more than a pad, pen and phone, working from the bedroom floor in her home. The business became a “third child” that she nurtured and developed into one of the leading consulting and recruiting firms for financial advisors in the country.Considered by the industry as one of the top thought leaders, she is regularly quoted by national media outlets such as The Wall Street Journal, New York Times and CNBC, as well as industry publications including On Wall Street, Financial Advisor magazine, InvestmentNews and RIABiz. In addition to her weekly blog posts for financial advisors and active social media presence, she has shared her expertise on recruiting and career trends since 2004 in a monthly column for WealthManagement.com and is a contributor to Forbes.com.George Moriarty is the chief content officer at InvestmentNews and is a solid boss to work for.  

Welcome to Advisor Innovations, the newest podcast from WealthManagement.com. In this inaugural episode, David Armstrong, editor in chief of WealthMangement.com, speaks with Mindy Diamond, a long-time columnist for the publication and its predecessor titles, the CEO of Diamond Consulting and one of the country's leading consulting and recruiting firms for financial advisors.  Mindy and David … Continue reading Episode 1 – How Do You Want To Live Your Professional Life –– With Mindy Diamond →

In a wealth management landscape with more options for financial advisors than ever before, the need for a “strategic” due diligence process has become imperative. Mindy Diamond and Louis Diamond present 10 tips to guide the exploration journey.

In a wealth management landscape with more options for financial advisors than ever before, the need for a “strategic” due diligence process has become imperative. Mindy Diamond and Louis Diamond present 10 tips to guide the exploration journey.

In a year nobody could have predicted, financial advisors are reporting the best years of their careers and we're seeing the greatest amount of movement in a decade. Mindy Diamond explores that phenomenon, plus reveals 10 emerging trends for 2021 destined to reshape the industry for financial advisors and firms.

Increasingly sophisticated financial services technology is creating new opportunities and putting more choice into the hands of individual advisors. In this episode, Mindy Diamond - President & CEO of Diamond Consultants - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can navigate these choices in a way that helps position them and their clients to thrive. In this episode, you'll hear: How advisors are going “beyond the balance sheet” to redefine their value What's contributing to the growth of the independent RIA space Perspectives on teaming, succession and more Mindy is President & CEO of Diamond Consultants, one of the leading consulting and recruiting firms for financial advisors. Founded in 1998, and drawing from her own entrepreneurial experience, the organization employs a unique relationship-driven approach that helps individuals and organizations achieve what Mindy calls their Best Business Life. An industry thought leader, she is regularly quoted in national media outlets such as The Wall Street Journal, New York Times, and CNBC, as well as industry publications including On Wall Street, Financial Advisor Magazine, InvestmentNews, and RIABiz. Her podcast series for financial advisors, Mindy Diamond on Independence, has become what many recent breakaways consider their go-to source for education on the independent space.  Ways to Connect Podcast: https://www.diamond-consultants.com/podcast-mindy-diamond-independence/ LinkedIn: https://www.linkedin.com/in/mindydiamond/ Website: https://www.diamond-consultants.com/

In 1998, Mindy Diamond started a recruiting business while working from her bedroom floor with nothing more than a pad, a pen, and a phone. Diamond Consultants became her third child that she nurtured and developed with her husband into one of the leading consulting and recruiting firms for financial advisors in the country. I've been able to work with Mindy and know Mindy and she is passionate beyond measure, and she is somebody who really cares and gets the job done, and gets the job done well. She is so authentic and keeps relations at the forefront. In this episode, she really shares about her approach to business, her approach to life, and her stories. It's a very powerful episode for anyone starting a business and also any young professional thinking about the long term in their career, understanding where they are trying to go, and how not to make short term decisions that undermine their trajectory. Follow Bryan Wish on Linkedin: www.linkedin.com/in/bryanwish/ Follow Bryan Wish on Twitter: https://twitter.com/bryanwish_?s=11 Follow Bryan Wish on Instagram: https://www.instagram.com/bryanwish_/ Join our Mission: bwmissions.com/join/ Join our Community: my.community.com/bwmissions

Mindy Diamond is the President and CEO of Diamond Consultants in Morristown, NJ. Recently, Mindy invited me to be a guest on her podcast, Mindy Diamond on Independence, and I appreciate her allowing me to share our conversation with you here. Some of the topics Mindy and I discussed include: Why discipline and focus are two essential traits of a financial advisor, especially an RIA CEO who wants to grow a lasting business. Some of the most common problem areas that the advisors I coach are working through right now. How the best advisors crash through perceived barriers by adjusting their mindsets and matching their dream to their desire. The 5 key areas I believe advisors need to focus on to accelerate their growth. Wisdom from top advisors like Ric Edelman, Joe Duran, Jon Jones, Elliot Weissbluth, and Peter Mallouk that you can adapt to your own business. The ways that the pandemic will continue to affect marketing and messaging as we head into 2021. Thanks again to Mindy for having me on and for letting me republish this episode.

With nearly 60% of advisors currently working from home, how is that impacting their client relationships? And how are so many advisors still choosing to move in these uncertain times? Mindy Diamond discusses that and more in this Industry Update.

Recruiting and consulting powerhouse Mindy Diamond joins Christine Shaw on this episode of Her Success Matters to discuss how female CEOs can empower the next generation of women advisers to step into leadership roles.  To start, Mindy and Christine tackle what it’s like finding the ideal work-life balance as female CEOs with husbands and children and debunk what “having it all” really means for women in the workplace.  With women controlling more wealth in the U.S. than ever before, Mindy shares her pieces of recruiting advice to bring in more female advisers to your firm’s staff, as well as how to retain female talent.  Finally, the duo discusses ways females in the c-suite can manage impostor syndrome before diving into why women need to feel comfortable asking for help while giving themselves permission to step into greatness.

Recruiting and consulting powerhouse Mindy Diamond joins Christine Shaw on this episode of Her Success Matters to discuss how female CEOs can empower the next generation of women advisers to step into leadership roles.  To start, Mindy and Christine tackle what it’s like finding the ideal work-life balance as female CEOs with husbands and children and debunk what “having it all” really means for women in the workplace.  With women controlling more wealth in the U.S. than ever before, Mindy shares her pieces of recruiting advice to bring in more female advisers to your firm’s staff, as well as how to retain female talent.  Finally, the duo discusses ways females in the c-suite can manage impostor syndrome before diving into why women need to feel comfortable asking for help while giving themselves permission to step into greatness.

Beginning her deep dive into the ever-changing landscape of the wealth management industry, Mindy Diamond explores the defining characteristics of wirehouse and regional firms, how they've changed in recent years, and much more.

3 “ex-wirehouse-turned-independent-industry-leaders” in a rare single forum: Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial. They join Mindy Diamond to share an “insider’s view” of the wirehouse world, wealth management, independence, and more.

3 “ex-wirehouse-turned-independent-industry-leaders” in a rare single forum: Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial. They join Mindy Diamond to share an “insider's view” of the wirehouse world, wealth management, independence, and more.

In this week's BEST OF compilation episode, you'll hear from some amazing leaders working in the RIA industry, who all happen to be women. They share from their profound wealth of knowledge, and we cover all sorts of topics, including - A Market-Cooperative Business Model Why The Best Deals Require the Best Partners RIA Matchmaking And more!

Mindy Diamond takes a close look at the ever-evolving landscape of the wealth management industry, outlining the “continuum” of models—comparing and contrasting features and benefits for financial advisors.

Mindy Diamond takes a close look at the ever-evolving landscape of the wealth management industry, outlining the “continuum” of models—comparing and contrasting features and benefits for financial advisors.

In this 10-minute update, Mindy Diamond explores the recent uptick in financial advisor recruiting activity, answers the questions we're hearing most often from advisors, and shares the threshold question for advisors considering change.

In this 10-minute update, Mindy Diamond explores the recent uptick in financial advisor recruiting activity, answers the questions we’re hearing most often from advisors, and shares the threshold question for advisors considering change.

Justin Berman left Goldman Sachs 10 years ago to build his own independent firm, at a time when such a move was much less common. How did he find the courage to leave the Goldman imprimatur, brave the firm's 60-day Garden Leave, and build the now $3B Berman Capital Advisors? He explains all this and more with Mindy Diamond in this podcast episode.

Justin Berman left Goldman Sachs 10 years ago to build his own independent firm, at a time when such a move was much less common. How did he find the courage to leave the Goldman imprimatur, brave the firm's 60-day Garden Leave, and build the now $3B Berman Capital Advisors? He explains all this and more with Mindy Diamond in this podcast episode.

Mindy Diamond is the founder of Diamond Consultants, a recruiting firm that has been helping advisors evaluate and change their broker-dealer platforms for more than 20 years. Today Mindy joins the show to discuss the range in choices that advisors have in choosing a brokerage platform and how best to decide which is the right fit for your firm. Listen in as we talk about when advisors should—and should not—look at switching to another broker-dealer platform, as well as the most common reasons advisors choose to make the change. You will learn why it is crucial for an advisor to understand their own priorities before they have any chance of picking the right platform for them, the important questions you should ask yourself as an advisor, and why the decision of which platform to choose is not as simple as it once was. For show notes and more visit: https://www.kitces.com/176         

There's a new wave of evolution coming which we expect will impact advisors no matter where they work. The good news is much of these changes will be for the better. Mindy Diamond shares 10 predictions for what the wealth management world will look like.

There's a new wave of evolution coming which we expect will impact advisors no matter where they work. The good news is much of these changes will be for the better. Mindy Diamond shares 10 predictions for what the wealth management world will look like.

In trying to determine how best to manage a business and add value through these turbulent times, Mindy Diamond found these 10 ways to refocus energy and attention helpful in moving forward on a more positive path.

In trying to determine how best to manage a business and add value through these turbulent times, Mindy Diamond found these 10 ways to refocus energy and attention helpful in moving forward on a more positive path.

Wirehouse recruiting seems to be on the upswing, exemplified by recent high-profile hires and deals like Morgan Stanley’s acquisition of E*Trade. Are the wirehouses ready to compete in the recruiting wars? Mindy Diamond explores the battle for talent.

Wirehouse recruiting seems to be on the upswing, exemplified by recent high-profile hires and deals like Morgan Stanley's acquisition of E*Trade. Are the wirehouses ready to compete in the recruiting wars? Mindy Diamond explores the battle for talent.

In this segment of Industry Update for Financial Advisors, Mindy Diamond takes a look at where advisors are going, how movement is fueling the landscape’s evolution, and what’s serving as a “barometer” of change for the industry at large.

In this segment of Industry Update for Financial Advisors, Mindy Diamond takes a look at where advisors are going, how movement is fueling the landscape's evolution, and what's serving as a “barometer” of change for the industry at large.

This week on the Maximum Advisor Podcast host Chip Munn is joined by a long-time colleague, Mindy Diamond. Mindy is the President and CEO of Diamond Consultants, the host of the Mindy Diamond on Independence podcast, as well as a monthly columnist on wealthmanagement.com since 2004. Listen in now as Chip and Mindy talk all things recruiting, independence, and how to find where you fit.  The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at  http://bit.ly/maxadvisorgroup (http://bit.ly/maxadvisorgroup) And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard:  http://maximumadvisor.com/scorecard/ (http://maximumadvisor.com/scorecard/)

What is it that makes elite advisors so successful? Mindy Diamond takes a deep dive into the motivations, mindset and habits of top financial advisors with Matt Oechsli of The Oechsli Institute.

Doug John and Bryn Talkington join Mindy Diamond to discuss their break from UBS, the ability to better serve their ultra-high net worth clients and resulting extraordinary growth as the independent $1.5B RIA firm Requisite Capital Management.

EPISODE 3: M&A - The Power of Inorganic Growth So many firms want to grow inorganically and recruit established advisors to their firms and transfer their clients across, but what does this process actually entail? Is your firm M&A ready? How do you attract these advisors? What should the negotiation look like? Is the market too frothy right now? Ed and Gordon are joined by a panel of experts who live and breathe advisor recruitment every day: Mindy Diamond, Founder and CEO of Diamond Consultants, Justin Weinkle, Chief Financial Officer at Dynasty Financial Partners, and Phil Fiore, Partner and CEO at Procyon Partners.

Mindy Diamond is the president, CEO and founder of Diamond Consultants, specializing in recruiting financial advisors. Through her relationship-driven methods, Mindy helps individuals and organizations maximize their potential. She has contributed to the Wall Street Journal, New York Times, CNBC and other national media outlets. She is also a respected keynote speaker, podcast host, and thought leader. What You Will Learn: Learn how the industry landscape has changed through Mindy's career, and how her deals have evolved in the last five years to focus more on independence. Mindy shares her experiences with potential buyers who reach out to her to find a seller partner but can't answer the question of what differentiates them from their competitors. Mindy explains what makes a “good deal”, and she discusses why there is a problem with values incongruence in the wealth management industry that can sometimes cause a deal to be a mismatch. Learn why self-awareness and clarity of your goals is the secret to doing the right deal. Mindy shares how she helps evaluate a deal for its long-term potential and not just for the immediate financial benefits it can provide. Resources: Website: www.diamond-consultants.com Email: mdiamond@diamond-consultants.com Telephone: (908) 879-1002 LinkedIn: www.linkedin.com/in/mindydiamond Twitter: @diamondconsults Mindy Diamond on Independence Podcast: www.diamond-consultants.com/podcast-mindy-diamond-independence/

Mindy Diamond is the president, CEO and founder of Diamond Consultants, specializing in recruiting financial advisors. Through her relationship-driven methods, Mindy helps individuals and organizations maximize their potential. She has contributed to the Wall Street Journal, New York Times, CNBC and other national media outlets. She is also a respected keynote speaker, podcast host, and thought leader.What You Will Learn:Learn how the industry landscape has changed through Mindy’s career, and how her deals have evolved in the last five years to focus more on independence.Mindy shares her experiences with potential buyers who reach out to her to find a seller partner but can’t answer the question of what differentiates them from their competitors.Mindy explains what makes a “good deal”, and she discusses why there is a problem with values incongruence in the wealth management industry that can sometimes cause a deal to be a mismatch.Learn why self-awareness and clarity of your goals is the secret to doing the right deal. Mindy shares how she helps evaluate a deal for its long-term potential and not just for the immediate financial benefits it can provide.Resources:Website: www.diamond-consultants.comEmail: mdiamond@diamond-consultants.comTelephone: (908) 879-1002LinkedIn: www.linkedin.com/in/mindydiamondTwitter: @diamondconsultsMindy Diamond on Independence Podcast: www.diamond-consultants.com/podcast-mindy-diamond-independence/ See acast.com/privacy for privacy and opt-out information.

A curated collection of the top words of wisdom shared by wealth management industry leaders and top breakaways from the first year of the leading podcast series for advisors exploring the independent space, Mindy Diamond on Independence.

Were 300% deals ever sustainable? What can advisors do today? And if you think it’s too late to break away, listen to the story of a 70-year old advisor who made the move. Mindy Diamond offers her insight as we continue the dialogue from our Recruiters Roundtable.  

Many advisors who explore full-on independence find that it’s just too much of a leap. For those folks, the quasi-independent space may be just the ticket. Learn more about quasi-independence in this podcast episode of Mindy Diamond on Independence.

Many advisors who explore full-on independence find that it's just too much of a leap. For those folks, the quasi-independent space may be just the ticket. Learn more about quasi-independence in this podcast episode of Mindy Diamond on Independence.

How do the economics of going independent compare to the value of taking a recruiting deal from a major firm? In this podcast episode, Mindy Diamond will help answer that question by walking through a real-world example of a traditional recruiting deal offered to a wirehouse advisor and what that same advisor could expect by going independent.

How do the economics of going independent compare to the value of taking a recruiting deal from a major firm? In this podcast episode, Mindy Diamond will help answer that question by walking through a real-world example of a traditional recruiting deal offered to a wirehouse advisor and what that same advisor could expect by going independent.

How will the ability to go independent be impacted by an advisor's non-Protocol status? Sharron Ash, Chief Litigation Counsel at Hamburger Law Firm, joins Mindy Diamond on this special podcast episode that explores the answer to that question and many more surrounding the recent withdrawals from the Protocol and advisor movement.

How will the ability to go independent be impacted by an advisor's non-Protocol status? Sharron Ash, Chief Litigation Counsel at Hamburger Law Firm, joins Mindy Diamond on this special podcast episode that explores the answer to that question and many more surrounding the recent withdrawals from the Protocol and advisor movement.

After exploring the origins of independence in the first episode of this series on independence for financial advisors, in this episode Mindy Diamond walks advisors through a process to help them determine if the model is right for them. She'll share a story of 2 advisors who, after asking themselves a series of questions, identified that independence was not right for them.

After exploring the origins of independence in the first episode of this series on independence for financial advisors, in this episode Mindy Diamond walks advisors through a process to help them determine if the model is right for them. She’ll share a story of 2 advisors who, after asking themselves a series of questions, identified that independence was not right for them.

In the first episode of her podcast on independence, 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 the first episode of her podcast on independence, 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.

Mindy Diamond has spent 20 years helping advisors explore and decide about which firm is the best fit. In this conversation, she outlines how she walks her clients through a process to truly understand what they want out, both from business as a financial advisor and their life as a whole. Her industry reputation is second to none, so if you're not sure how to look around the landscape at your options, this episode will allow you to tap into Mindy's wisdom.

iRelaunch CEO Carol Fishman Cohen interviews relauncher Mindy Diamond, Founder and CEO of Diamond Consultants. Carol and Mindy discuss the sometimes circuitous route to career passion and relaunching in a new career.

Mindy Diamond Featured in Podcast - Matt Baum interviews Mindy Diamond on his podcast series RIAcast.

Mindy Diamond Featured in Podcast - Matt Baum interviews Mindy Diamond on his podcast series RIAcast.

In this episode, we speak with veteran financial services industry recruiter Mindy Diamond of Diamond Consultants. Mindy discusses, among other things: *Best Business Life *How she approaches difficult clients * Placing financial advisors today versus 10 years ago * Transitional mistakes in thinking she commonly encounters * How the Department of Labor Conflict of Interest Rule will impact adviser movement * The most rewarding event of her career