by Mindy Diamond Financial Advisor Recruiter and Consultant
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 industry’s brightest movers and shakers.
Language
🇺🇲
Publishing Since
9/21/2016
Email Addresses
1 available
Phone Numbers
0 available
May 1, 2025
Mindy Diamond and Jason Diamond discuss mergers and acquisitions in wealth management, focusing on building a business with maximum enterprise value for a future sale, in this interview episode.
April 24, 2025
Shaun Hauser, CEO of Wellington-Altus, shares his perspective on the Canadian wealth management industry and compares it to the US, in an interview, revealing insights into building a successful independent firm.
April 17, 2025
Financial advisor Glenn Israel discusses his transition from Edward Jones to independence with host
Michael Kitces
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Barron's Advisor
Blind Nil Audio
The Compound
The Compound
Bloomberg
Ted Seides – Allocator and Asset Management Expert
The Compound
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The Idea Farm
Oaktree Capital Management
Carson Investment Research
David Senra
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