Episode 4

In this episode we explore some of the hottest topics in wealth management today with Mindy Diamond, President & CEO of Diamond Consultants.

Mindy shares her unique perspective and experience on:

How & when did independence become mainstream — what fostered that change

How the independent landscape expanded — Big firms became bank owned & what was the outcome of this.

What are the main pain points seen by advisors today — what was the outcome of this and how did it impact the advisor

What was the role of technology — how did technology change the advisor’s perspectives

Mindy talks extensively about the future of wealth management and how to start and grow a business in the future.

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

Listen to additional episodes in this series

 

About Mindy Diamond

Mindy started Diamond Consultants in 1998 and developed it into one of the leading consulting and recruiting firms for financial advisors in the country.

Considered by the industry as one of the top thought-leaders, Mindy is regularly quoted by national media outlets such as the Wall Street Journal, New York Times and CNBC, as well as industry publications including On Wall Street, Financial Advisor magazine, Investment News, and RIABiz.  Her appearance schedule includes webinars and keynotes at many of the industry’s top events, such as RIA Institute Forums, Pershing’s INSITE, Fidelity Executive Forum, InvestmentNews Roundtable, Fidelity Investments Practice Management and Recruiters Summit, MarketCounsel Summit, InvestinWomen, and Women Advisors Forum.

Mindy recently released an educational podcast series for financial advisors considering the independent model. “Mindy Diamond on Independence” is available on this website, as well as iTunes, Google Play, and other media outlets.

Among her accolades, she was named by NJBIZ magazine as one of New Jersey’s Best 50 Women in Business.

Mindy holds a Bachelor of Accountancy degree from George Washington University.

 

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