The Diamond Podcast for Financial Advisors
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
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Recent Episodes
“Will My Clients Follow?”— A $500mm UBS Breakaway Success Story
A conversation with Steven Tenney, Founding Partner and CEO, Great Diamond Partners In all of the conversations we have with breakaway advisors, we...
Demystifying Compliance for RIAs: What You Need to Know
Chris Winn of AdvisorAssist makes the topic of managing compliance less daunting in this conversation that dives into policy setting, how risk differs...
Demystifying Compliance for RIAs: What You Need to Know
A conversation with Christopher Winn, CEO and Lead Consultant, AdvisorAssist There are few words in wealth management’s lexicon that draw greater...
Industry Update: 10 Reasons Why Some Financial Advisors Shouldn’t Go Independent
There are plenty of reasons why independence isn’t for everyone. Listen in as Mindy and Louis break down the 10 most common reasons for financial...
Industry Update: 10 Reasons Why Some Financial Advisors Shouldn’t Go Independent
A conversation with Louis Diamond It might seem odd for a show called Mindy Diamond on Independence to have an episode discussing the reasons why independence...
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