Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.
Featured episodes
A Losing Battle at Merrill: Why a Former Leader Left the Herd for Independence–the Value of Culture and the “Intoxicating” Effects of Freedom
A conversation with Greg Franks, Managing Partner, President and COO of Snowden Lane Partners
10 years ago, the thought of going independent was anathema to most advisors—and …
Third Gen UBS Breakaway Finds Sanctuary: $150mm in Assets and a Long Runway to Grow
A conversation with Tom Stadum, Managing Partner of Fjell Capital
In spring of 2020, most advisors were in over their heads trying to figure out how they were going to guide …
Listen to Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
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