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Independence: How Did We Get Here, and Where Are We Going?

Independence is not for all financial advisors, but it’s a topic everyone wants to learn more about.


In the first episode of her podcast on independence for financial advisors, Mindy Diamond explores the origins of the space, the backstory of its explosive growth, and introduces key players behind the momentum. She discusses key trends to be aware of, why so many advisors find independence attractive, and defines the profile of a typical independent advisor.

In this episode, Mindy will explore:

  • How did we get here? What were the forces at play?
  • Key players
  • New models born
  • The momentum of breakaway teams
  • An accelerating trend that’s here to stay
  • The profile of the typical independent advisor

Listen to the podcast

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