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The Next Frontier

Dec 2, 2020

Increasingly sophisticated financial services technology is creating new opportunities and putting more choice into the hands of individual advisors. In this episode, Mindy Diamond - President & CEO of Diamond Consultants - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can navigate these choices in a way that helps position them and their clients to thrive.

In this episode, you’ll hear:

  • How advisors are going “beyond the balance sheet” to redefine their value
  • What’s contributing to the growth of the independent RIA space
  • Perspectives on teaming, succession and more

Mindy is President & CEO of Diamond Consultants, one of the leading consulting and recruiting firms for financial advisors. Founded in 1998, and drawing from her own entrepreneurial experience, the organization employs a unique relationship-driven approach that helps individuals and organizations achieve what Mindy calls their Best Business Life. An industry thought leader, she is regularly quoted in national media outlets such as The Wall Street Journal, New York Times, and CNBC, as well as industry publications including On Wall Street, Financial Advisor Magazine, InvestmentNews, and RIABiz. Her podcast series for financial advisors, Mindy Diamond on Independence, has become what many recent breakaways consider their go-to source for education on the independent space.

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