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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
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4.5 stars from 94 ratings
Mindy Diamond
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“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!
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“The last episode was so informative! Thank you”
Sara14110113 via Apple Podcasts ·
Pakistan ·
03/21/22
Recent Episodes
Louis Diamond offers a perspective for UBS advisors on the firm’s compensation plan changes announced on November 21. It’s an episode for advisors who are curious about the updates and how they can use this knowledge to make informed decisions.
Published 11/26/24
Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples.
Published 11/21/24
Published 11/21/24
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