The Diamond Podcast for Financial Advisors podcast

Monetization vs. Independence: What’s the Best Path? A Special Industry Update

10/17/2024

The Diamond Podcast for Financial Advisors

0:00

36:49

Many advisors are drawn to independence for the control and equity-building potential it offers, yet find themselves wondering if monetization in the short term might be the better way to go. Jason Diamond and Mindy Diamond provide insights and guidelines to help advisors navigate these choices with strategies to assess factors like growth, profitability, succession planning, and short- vs. long-term goals.

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Monetization vs. Independence: What’s the Best Path? A Special Industry Update
10/17/2024
36:49
Many advisors are drawn to independence for the control and equity-building potential it offers, yet find themselves wondering if monetization in the short term might be the better way to go. Jason Diamond and Mindy Diamond provide insights and guidelines to help advisors navigate these choices with strategies to assess factors like growth, profitability, succession planning, and short- vs. long-term goals.
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Monetization vs. Independence: What’s the Best Path? A Special Industry Update

The Diamond Podcast for Financial Advisors

More episodes from "The Diamond Podcast for Financial Advisors"

Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond

FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience

Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues

Getting Unstuck: How to Change “What If” to “What Could Be”

Monetization vs. Independence: What’s the Best Path? A Special Industry Update

How Simplicity Leads to Impactful Growth: Carl Richards’ Advice for Advisors

The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life

The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years

Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses

Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision