Mindy Diamond

AI can make advisors more efficient, but it can't replace the empathy and judgment clients need. John O'Connell explains why technology represents an opportunity for human-led advice. hubs.ly/Q04CLJkk0

What does it take to leave UBS with zero assets and reach $1B in 225 days? Michael Lee and Steve Armaly share how years of client trust and a shared vision made their move to independence possible. hubs.ly/Q04BrGNk0

Growth isn’t just about adding assets. It’s about creating the capacity to serve clients and build a stronger business. AssetMark CEO Michael Kim joins Jason Diamond to discuss how advisors can do both. hubs.ly/Q04xG7Yg0

Our new RIA Builder’s Blueprint highlights four foundational pillars to help advisors think through what they’re building and how to get there. Download it here: hubs.ly/Q04tTpvV0

Due diligence doesn’t always lead to a move. Sometimes it confirms you’re exactly where you should be. Jason Diamond shares 4 factors to help advisors determine whether their current firm still serves them, their teams and clients. hubs.ly/Q04tJzQ30

Fear can keep advisors tied to businesses that no longer fit. Shannon Spotswood explains why outdated assumptions about transitions may stand between advisors and the businesses they want to build. hubs.ly/Q04tK4dk0

The value of ownership isn’t measured by percentage alone. Patrick Larkin shares how growth, retained equity, tax implications and future opportunity shaped his decision to become part of a larger enterprise. hubs.ly/Q04sVPH70

One of the questions I hear most often is: "How do I know if it's time?" That's exactly why I wrote Should I Stay or Should I Go? To help advisors think through one of the biggest decisions of their careers with clarity, not pressure. 📖 hubs.ly/Q04r8y9Y0

There has never been more choice in independence, but more choice can also create more confusion. Louis and Josh offer a practical framework for evaluating whether an IBD or RIA truly aligns with your goals. hubs.ly/Q04r1V3h0

Advisors don’t make changes lightly. When they do, it’s rarely just about compensation—it’s about alignment, control, and the future of their business. This year’s report offers perspective: hubs.ly/Q04r7b0D0

RIA or IBD? Both offer independence, but they deliver it differently. Our latest article explores the key differences in autonomy, support, enterprise value, transition economics, and more to help advisors choose the right path. hubs.ly/Q04qTZwr0

The strongest client relationships are built long before clients need them. Loved this conversation with Constantine Hatzivassiliou about trust, referrals, and becoming indispensable during life's biggest moments. hubs.ly/Q04qT-nr0

Many advisors see independence as the destination. Matt Kilgroe saw it as the starting point. His conversation with Louis offers valuable perspective on leadership, growth and building long-term enterprise value. hubs.ly/Q04qDTcF0

The best career decisions don't come from having more information. They come from asking better questions. Jason Diamond shares why clarity has become the greatest value an experienced recruiter can provide. hubs.ly/Q04q8pf00

One of the biggest obstacles advisors face isn't a lack of opportunity. It's knowing which opportunity is right. Jason Diamond shares a thoughtful framework for navigating major career and business decisions with greater confidence. hubs.ly/Q04nPpm90

For years, advisors focused on payouts, platforms, and transition packages. Today, the conversation is different. Ownership matters. But what that ownership enables matters even more. Read it here: hubs.ly/Q04jB_Yt0

Recruiting deals may grab headlines, but sophisticated advisors evaluate far more: culture, flexibility, ownership, client experience, and long-term enterprise value. Jason and I discuss it all here: hubs.ly/Q04j9tp80

The best advisors are constantly looking for ways to deliver more meaningful value. This episode explores how AI is transforming estate planning into a more continuous, advisor-led client experience. hubs.ly/Q04hn2BS0

The best transitions aren’t rushed. Ricky Smith spent a year evaluating 12 firms before leaving Edward Jones after 30 years to build Inspired Wealth Planning. A thoughtful conversation on ownership, alignment, and long-term vision. hubs.ly/Q04gfVKg0

Clarity is not the same as disruption. For advisors, it can be an invitation to pause, reassess alignment, and determine whether their firm’s future still supports their own. hubs.ly/Q04gg2YM0