Mindy Diamond
Founder & CEO of @DiamondConsults, a leading recruiting and consulting firm, helping financial advisors find their #BestBusinessLife
Articles
-
1 week ago |
wealthmanagement.com | Jason Diamond |Mindy Diamond
Podcast: Play in new window | Download (Duration: 29:38 — 40.7MB) | EmbedSubscribe: | Spotify | Amazon Music | Pandora | iHeartRadio | Podchaser | TuneIn | Deezer | Anghami | RSS> Download a transcript of this episode…NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
-
2 weeks ago |
wealthmanagement.com | Mindy Diamond
After nearly three decades with Merrill, John Thiel left the firm and his position as the Head of Wealth Management with just one regret: the feeling that there was more to be accomplished in the wealth management industry. After seven years of remaining connected to the industry through consulting, board work, and similar endeavors, John’s vision for redefining the advisor’s role and what advice truly means to clients gained greater focus.
-
3 weeks ago |
wealthmanagement.com | Mindy Diamond
So many of us wonder, “What does it REALLY take to get from here to there?”This is one of those episodes that unpacks that query for advisors who are striving to elevate their production levels. Whether you have your sights set on reaching a million in revenue or aiming to double or triple your current production, the guest on this episode offers tried-and-true best practices to help you get there.
-
1 month ago |
advisorhub.com | Mindy Diamond
With Trent Leyda, Managing Director and Chief Investment Officer and Kay Campione, Executive Director and Senior Portfolio Manager at SpirePoint Private ClientTrent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm.
-
1 month ago |
advisorhub.com | Mindy Diamond |Jason Diamond
With Mindy Diamond & Jason DiamondA 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. Mergers and acquisitions in the wealth management industry continue to break records and dominate the headlines, particularly those at the “enterprise-level”—like LPL’s acquisition of Commonwealth.
Try JournoFinder For Free
Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.
Start Your 7-Day Free Trial →X (formerly Twitter)
- Followers
- 2K
- Tweets
- 5K
- DMs Open
- No
Dylan O’Shea offers a unique perspective from a growing advisor with a long runway who could have easily opted for a transition check but instead chose independence. Listen in to the full episode here: https://t.co/0lhIv3ncs5
Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, and why focused, niche businesses may be better served in the independent space. Listen in to the full episode here: https://t.co/GVpL88v7pb https://t.co/jmdgkybSow
Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Now, as President of Stratos Private Wealth, he shares a unique journey. Listen in here: https://t.co/cwbTwLG2Ke https://t.co/4sYf4bFyfX