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 l
With Jason Diamond & Mindy Diamond
Overview
What drives the industry’s top advisors and...
With Gerry Spitzer — Founding Partner, Questar Capital Partners
Overview
Gerry Spitzer of...
With Michael Nathanson — CEO, Focus Financial Partners
Overview
Michael Nathanson shares...
With Tony Smith — CEO, Stonegate Investment Group
Overview
Tony Smith of Stonegate Investment...
An Annual Digest for Financial Advisors – 2024 Edition, with Louis Diamond
Overview
A compendium...