In this episode, Jeff, Mindy, and Louis discuss: 

• The bedroom floor days of Diamond Consulting and its evolution to the strong advising company they are today.

• What teams and advisors are finding attractive as they explore independence.

• Freedom, flexibility, and control in advising.

• Building a family-based business.

Key Takeaways: 

• Jettisoning the tried and true transactional recruiting approach and beginning to forge my own approach can make all the difference. Know what is important to you and know what is going on.

• Advisors want to be educated and guided, not sold.

• When thinking of succession, the layout will look different for every advisor depending on what aspects they are willing to cede control of. And there are options for everyone out there.

• Begin with the end in mind. Rise above and work on the business, not just in your business, right from the start.

"She saw what advisors wanted and came to the realization that advisors consume information differently. Some would love to receive a phone call from us, others want to read something in their personal email boxes, others read the media, others want to review podcasts, others just talk to their friends. So, by doing that [creating a podcast], it increased the reach of our brand." —  Louis Diamond