The Diamond Podcast for Financial Advisors

著者： Mindy Diamond Financial Advisor Recruiter and Consultant
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  • サマリー

  • 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
  • FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience

    FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience
    2024/11/07
    Susan McKenna, CEO of eMoney, explores the fintech firm’s evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney’s tools foster client conversations and enhance experiences, shares insights on the future, and more.
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    41 分
  • 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
    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.
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    54 分

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