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Advisor Innovations: Mindy Diamond on The Growing Affiliation Models for Financial Advisors

Apr 16, 2021

Municipal Market Update: Strategies for Navigating a Low Rate Environment

Apr 16, 2021

Nine Must Reads for the CRE Industry (April 17, 2021)

Apr 16, 2021

Family Offices Targeting 800% Returns with SPAC Economics

Apr 16, 2021

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Poll: 15 Classic Books on Investing and the Markets

Apr 03, 2020

Fifteen Must-Listen Business Podcasts for Advisors

Aug 14, 2020

25 U.S. Markets Adding the Most Multifamily Units This Year

Feb 03, 2021

The Top Colleges for Financial Planning

Oct 03, 2019

Mindy Diamond

Columnist: Career Moves, CEO, Diamond Consultants

Mindy Diamond is CEO of Diamond Consultants in Morristown, N.J., a nationally recognized boutique search and consulting firm in the financial services industry.

@mindydiamond Diamond Consultants

Mindy’s Recent activity

Mindy Diamond on Independence: 10 Reasons Why Some Financial Advisors Shouldn’t Go Independent

Apr 15, 2021

Independence isn't right for everyone.

Mindy Diamond on Independence: Michael Kitces on Everything Financial Advisors Need to Know About Growth

Apr 08, 2021

A conversation with the industry thought-leader, financial planner and host of the popular blog and podcast series.

Five Ways to Avoid Being Terminated in a Hypervigilant Compliance World

Apr 06, 2021

While the rules may not have changed, it appears the consequences have—and advisors are feeling more vulnerable than ever.

Six Months Later: Why a Former UBS Lifer Considers Independence His 'Do Over'

Apr 01, 2021

A conversation with Ahmie Baum, founder and CEO, Interchange Capital Partners, about his transition to independence.

Mindy Diamond on Independence: A Rare Glimpse into the Culture, Cachet and Success of First Republic

Mar 25, 2021

A conversation with Robert Thornton, Executive Vice President & President of First Republic Private Wealth Management.

Mindy Diamond on Independence: 10 Practical Tips to Conduct a Strategic Due Diligence Process

Mar 18, 2021

Mindy and Louis Diamond discuss a "checklist" for advisors exploring independence.

Shrink to Grow: Why Advisors Are Making the 'Strategic Decision' to Let Go of Assets

Mar 11, 2021

In a world where bigger is considered better, many of Wall Street’s most talented and productive advisors are opting to go against the grain and leave chips on the table.

Mindy Diamond on Independence: A Top Attorney's Perspective on Transitions, Retire-in-Place Programs and Termination

Mar 11, 2021

Tom Lewis, certified civil trial attorney at Stevens & Lee, discusses the landmines financial advisors need to be aware of when considering changing firms.

Mindy Diamond on Independence: Key Insights From the Fidelity Advisor Movement Study

Mar 04, 2021

Louis Diamond talks with Scott Gorham, vice president of competitive intelligence at Fidelity Institutional, about advisor movement within and across industry channels.

Mindy Diamond on Independence: How Models Like Wells Fargo’s First Clearing Offer Optionality and Flexibility

Feb 25, 2021

First Clearing President John Peluso talks about the multi-channel model.

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