The Diamond Podcast for Financial Advisors

著者： Mindy Diamond Financial Advisor Recruiter and Consultant
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  • 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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あらすじ・解説

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.
リーダーシップ 就職活動 個人ファイナンス 経済学
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エピソード
  • Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues

    Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues
    2024/10/31
    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. He discusses why he joined Quorum Private Wealth, the value of their shared vision, infrastructure, and more.
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    44 分
  • Getting Unstuck: How to Change “What If” to “What Could Be”

    Getting Unstuck: How to Change “What If” to “What Could Be”
    2024/10/24
    With Erin Rocchio, Managing Partner of Evolution Overview Advisors often face the fear of the unknown, feeling dissatisfied but stuck in “what ifs.” Erin Rocchio, coach and Managing Partner at Evolution, joins Mindy Diamond to share strategies that help advisors break free of this inertia, acknowledge fear, and open their minds to transformational change. Listen in... > 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. About this episode... Many advisors reach a crossroads at some point in their careers, and it’s often rooted in the fear of the unknown. While they may be dissatisfied with the firm they work for, they’re challenged by the “what ifs.” So much so, that they often can’t see “what could be.” Yet, every day, there are advisors who choose to transition to another firm or model and ultimately transform their business lives. How do they do it? Is it courage? Will? Knowledge? Or something else entirely? Coach and Managing Partner of Evolution Erin Rocchio joins Mindy Diamond to explore the topic. Erin has a unique knack for helping people dig deep and break free of the inertia that prevents them from moving forward. She and Mindy discuss strategies that she employs with her clients to create transformational change in our business lives, including: Acknowledging fear—and how it can leave you paralyzed and stuck in a place that you’re not happy with. Fostering an open mind—and how that will help you navigate out of your comfort zone. Embracing the “white space”—and why it should be a life-long practice to help you manage risk. Managing ambiguity and anxiety—and how we’re not wired to handle as much as we accept. Maintaining stability through change—and how to find a “middle ground.” Determining readiness for change—and how to identify if you should stay or go. Ultimately, as Erin shares, there is a trade-off of comfort now for something more compelling in the future—but how do you manage that process? Listen in to learn actionable strategies and techniques that she employs with her coaching clients to help them get “unstuck”—and change “what if” to “what could be.” Products: www.ourwholenessatwork.com Coaching Services: www.Evolution.team LinkedIn: https://www.linkedin.com/company/evolution-service-corporation/ Enneagram X Burnout Card Deck 108 Mindful Practices for Sustained Wellbeing https://ourwholenessatwork.com/pages/enneagram-burnout-card-deck Burnout Recovery Circles https://evolution.team/wholeness-at-work-burnout-recovery-circles Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources The Strategic Due Diligence Roadmap for Financial Advisors A visual guide to help financial advisors embark upon an efficient process—one that is more likely to result in discovering Your Best Business Life™. Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives. Erin Rocchio, MPOD Principal, Executive, and Team Coach EXPERIENCE For over fifteen years, Erin has worked with executives across industries to find the sweet spot between business results and personal meaning. She designs and delivers transformational leader, team, and organization development in line with business strategy. Released in 2020, Erin’s inaugural publication, Wholeness at Work: Free Yourself from Burnout for Good,
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    54 分
  • Monetization vs. Independence: What’s the Best Path? A Special Industry Update

    Monetization vs. Independence: What’s the Best Path? A Special Industry Update
    2024/10/17
    Many advisors are drawn to independence for the control and equity-building potential it offers, yet find themselves wondering if monetization in the short term might be the better way to go. Jason Diamond and Mindy Diamond provide insights and guidelines to help advisors navigate these choices with strategies to assess factors like growth, profitability, succession planning, and short- vs. long-term goals.
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    37 分

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