The Diamond Podcast for Financial Advisors

De: Mindy Diamond Financial Advisor Recruiter and Consultant
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  • Resumen

  • 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.
    ©2024 Diamond Consultants, Inc. All rights reserved.
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Economía Exito Profesional Finanzas Personales Gestión y Liderazgo Liderazgo
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Episodios
  • If You Build It, Will They Buy It? A Special Industry Update on M&A

    If You Build It, Will They Buy It? A Special Industry Update on M&A
    May 1 2025
    A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards.
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    44 m
  • The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus

    The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus
    Apr 24 2025
    Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth.
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    54 m
  • The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence

    The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence
    Apr 17 2025
    Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independence, and more.
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    39 m
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