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

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Manage episode 407283627 series 3559299
Content provided by Sean P Kernan and Sean Kernan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean P Kernan and Sean Kernan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

100 episodes

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Manage episode 407283627 series 3559299
Content provided by Sean P Kernan and Sean Kernan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean P Kernan and Sean Kernan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

100 episodes

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