The Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great
Mindy Diamond
Consultant and Guide to Top Financial Advisors and RIAs | Founder & CEO @ Diamond Consultants
An Annual Digest for Financial Advisors – 2024 Edition, with Louis Diamond
Overview
A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more.
About this episode
When we started this series back in 2017, we had no idea how many meaningful conversations we would have with top financial advisors, C-suite executives, entrepreneurs, and thought leaders.
It’s gratifying when listeners share how a guest inspired them, or they learned something new, or how the conversations provided just the information they needed to help them create their best business life.
And that’s why we compile this annual recap episode: It offers listeners a digest of some of the best advice from our 2024 season guests.
领英推荐
In combing through 48 episodes, we extracted the most compelling themes and relatable guidance from your peers—and what we found in our conversations was amazing.
Many of the most successful advisors, business owners, leaders, and entrepreneurs share a common thread: They each place incredible value on their “why”—their personal motivations that serve as the foundation for their success and how the client is often at the heart of it.
The result is a compendium of advice on what it really takes to get from here to there—and ultimately take your practice from good to great!?
Featured in this episode
You can also listen to the full episode on our website, as well as on Apple Podcasts, Spotify or your favorite podcast app.
Senior Managing Partner
1 个月Thank you Mindy Diamond! Angela Ostendarp and I were honored to have the opportunity to share our experience and insights on the podcast. Here's to a great 2025!
Empowering the Evolution of Wealth Management
1 个月Thank you for having me on! It was a great conversation!
Helping Advisors Build Their Best Business Life
1 个月One of the best resources available to kick off a successful 2025!