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
  • 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
  • LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry

    LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry
    2025/03/29
    LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large.
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    1分未満

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