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Mindy Diamond - Financial Advisor Recruiter and Consultant
Mindy Diamond on Independence
A Podcast for Financial Advisors Considering Change
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.
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Ratings & Reviews
4.5 stars from 92 ratings
Mindy Diamond
Mindy sits on the board of “Invest In Others”, an organisation that recognises and honours financial professionals and firms who give back in their community.
Sigunga via Apple Podcasts · Kenya · 08/22/23
Last episode was amazing!
The last episode was so informative! Thank you
Sara14110113 via Apple Podcasts · Pakistan · 03/21/22
Recent Episodes
In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items to help advisors get started on a...
Published 03/28/24
What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experiencing.
Published 03/21/24
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