How To Go Independent

An objective source to learn about independent business models

HTGI 062: The Path To Independence, Part 2 -- find a trusted guide, like Mindy Diamond

PodcastSean KernanComment


Mindy Diamond has spent 20 years helping advisors explore and decide about which firm is the best fit. In this conversation, she outlines how she walks her clients through a process to truly understand what they want out, both from business as a financial advisor and their life as a whole. Her industry reputation is second to none, so if you're not sure how to look around the landscape at your options, this episode will allow you to tap into Mindy's wisdom.

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