Mindy Diamond

The real question isn’t just whether to stay or go. It’s whether your current environment lets you build the business you actually want to own. That’s the conversation behind this week’s episode: hubs.ly/Q0485ZJ70

11,000+ advisor moves in one year tells you something is shifting. The question is: what does it mean for you? Our 4th Annual Advisor Transition Report offers a clear, objective look at what’s next. Download here: hubs.ly/Q0485Mvf0

When advisors consider a move, one question matters most: How much of my business will come with me? Portability involves more than assets. It’s about relationships, products, and expectations. Download our portability guide: hubs.ly/Q0466FGY0

Advisors look for answers. Which firm. Which model. Which path. But meaningful progress starts with better questions: What do I want this business to become? What am I no longer willing to tolerate? What would better look like? Questions create clarity. Answers come later.

In my conversation with Neil Rubinstein, we unpack what prompted him to leave Merrill, why Rockefeller felt “independent enough,” and how that decision positioned his team for meaningful long-term growth. hubs.ly/Q047Yrd70

Strong markets can grow balances. They do not automatically build stronger businesses. The advisors creating lasting enterprise value are doing something else: building teams, talent pipelines, scalable systems, and succession plans on purpose. hubs.ly/Q047n9Vq0

For many advisors, the real question isn’t whether they’re successful. It’s whether they’re building a business that reflects their vision. This conversation with SYKON Capital explores that distinction powerfully. hubs.ly/Q047CJmq0

For many advisors, the real question isn’t whether they’re successful. It’s whether they’re building a business that reflects their vision. This conversation with SYKON Capital explores that distinction powerfully. hubs.ly/Q047mS4m0

Next week, we’ll release our annual Advisor Transition Report. A deeper look at the advisor movement, recruiting trends, and business model shifts shaping the industry today.

The strongest advisor transitions aren’t built when a deal appears. They’re built years earlier through preparation, structure, and strategy. Our guide outlines steps you can take now to strengthen portability and optionality. Download: hubs.ly/Q0466FPh0

Scale should create momentum, not more friction. In our latest episode, Louis Diamond sits down with Altruist founder Jason Wenk to discuss custody, infrastructure, and what forward-thinking advisory firms should be watching next. hubs.ly/Q046Z97M0

The real question isn’t just “Should I move?” It’s bigger than that. What are you building your career for? 🎧 A thoughtful moment with Tim Krueger on career ownership and the long game in wealth management. Full episode here: hubs.ly/Q046NxVr0

Advisors: This isn’t a book about leaving your firm. It’s a book about making sure you’re in the right place. Should I Stay or Should I Go? offers clear thinking and actionable guidance to help you get there. → Explore the book: hubs.ly/Q046HXck0

Leaving a firm is never risk-free—especially with a non-Protocol move. Todd Vincent and Dylan Ripley transitioned from Edward Jones to Commonwealth to launch Cedarwood Financial Partners… then faced a lawsuit that lasted nearly two years. Listen: hubs.ly/Q046yjhF0

Record valuations. Longer careers. A more mature independent space. All are changing how successful advisors think about freedom, enterprise value, legacy, and time horizon. New Industry Update with Mindy & Louis Diamond: hubs.ly/Q046nK3h0

Loyalty has guided many advisors through long, successful careers. And it deserves respect. But agency – the ability to choose what’s best for your clients and your future – matters just as much. At some point, the question becomes: Who gets the final say in your business life?

Exploring your options as an advisor? Start with a plan. Without a structured due diligence process, it’s easy to get lost in firm pitches instead of focusing on what truly matters. Download our guideto help you navigate exploration strategically. hubs.ly/Q0464Lmt0

Advisory success is evolving. Less about payout. More about scale, ownership, and enterprise value. Louis Diamond talks with Kestra & Stone Point leaders. 🎧 hubs.ly/Q0462htx0

Is Scale a Necessary Evil in Wealth Management? Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn’t always better. Read more: hubs.ly/Q03BrRFP0

Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business. Listen in here: hubs.ly/Q03F_VmS0