Mindy Diamond on Independence

The 2022 Advisor Transition Report features the latest full year data on financial advisor movement, transition deals and transition case studies.

A conversation with Michael Nathanson, CEO and Chair, The Colony Group.

Shane Morrow discusses leaving insurance-based independent broker/dealer, Lincoln Financial, and how his new firm, IronBridge Wealth Counsel, has thrived with Advisor Group's SagePoint Financial.

Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first by joining Hightower and 5 years later by launching an RIA.

An annual digest of 2022 commentary for financial advisors and business owners on topics including achieving autonomy, considering change, serving clients’ needs, succession, next gen, growth and more.

Mindy Diamond and Louis Diamond share predictions for 2023 regarding recruiting, deals, M&A and more.

The author, founder and CEO of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a self-sustaining business, designed for scale, succession, and to be attractive to acquirers.