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.
エピソード
  • 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
    2025/04/17
    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 分
  • Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency

    Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency
    2025/04/10
    The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more.
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    1 時間 20 分
  • “The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business

    “The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business
    2025/04/03
    Steven Jarvis, the founder and CEO of Tax Retirement Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more.
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    49 分

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