While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.
Mindy Diamond - Financial Advisor Recruiter and Consultant
Mindy Diamond - Financial Advisor Recruiter and Consultant
Elite Consulting Partners
3xEquity
Truelytics
Sean Kernan: CFP, Independent Financial Advisor and Blogger
Dimensional Fund Advisors
Sean Kernan
Financial Planning
TD Ameritrade Institutional
None
Laura Gregg and David Partain
Barron's Advisor
Brad Wales
Michael Kitces
Doug Fritz
Pete Bush
tru Independence
RFG Advisory
Benjamin Ong
Jonathan Kuttin
Charlie Van Derven
...For Advisors
Elite Financial Advisors
Elite Financial Advisors
Bill Coppel
Steve Sanduski
Joseph Lukacs
Sten Morgan & Andy Traub
David DeCelle
Blueleaf
The Evolving Advisor Podcast
Advisor Group
Kim Butler and Tammi Brannan
Paul Kingsman
Chip Munn
BFD Advisors
kestrapwsoutloud
Jeff Nash
Jim Martin, Gregg Gonzalez, Jeff Coplan & Brad Warhurst - Rainmakers
Brendan Frazier
SEI Ventures
Susan Bradley
Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain
Scott Hanson
Impact Communications, Inc.
Coldstream Wealth Managment
Duncan MacPherson
Laura Gregg and David Partain
Laura Gregg and David Partain
Brad Johnson
Advisor's Edge
Dr. Travis Parry
None
PracticeLab podcast
The Heritage Institute
Alan Moore and Michael Kitces
Mike Walters
Jason Brotsky
John Anderson and Heather Wilson
CWB Wealth Management
Caprice Gibson
Bridging The Gap
Bill Cates
Buckingham Wealth Partners
financialdna
Mike Garrison
financialdna
Cambridge
None
Reese Harper, CFP®
Succession Link
Ben D. Jones and Emily Larsen with BMO Global Asset Management
Distribution Transformation
CynVirtuoso
Kurt Kersey
Mindshop
John Brown
Ken Unger
WealthManagement.Com
Evan J Mayer
Altruist
Adam Holt and Derek Notman
Charles Schwab
Whitney Shindelar and Brianna Glenn
CEG Worldwide
Tony Sirianni
Adri Miller-Heckman
nextgenin10
mariabethel
Rob Jacomen, Host
Stathis Partners, LLC.
Investment Planning Counsel
The Pinnacle Group
Mikial Singh Nijjar
Tom Hine
Financial Planning Association