Episode 5: Finding the Right Deal, with Mindy Diamond

Mindy Diamond is the president, CEO and founder of Diamond Consultants, specializing in recruiting financial advisors. Through her relationship-driven methods, Mindy helps individuals and organizations maximize their potential. She has contributed to the Wall Street Journal, New York Times, CNBC and other national media outlets. She is also a respected keynote speaker, podcast host, and thought leader. What You Will Learn: Learn how the industry landscape has changed through Mindy’s career, and how her deals have evolved in the last five years to focus more on independence. Mindy shares her experiences with potential buyers who reach out to her to find a seller partner but can’t answer the question of what differentiates them from their competitors. Mindy explains what makes a “good deal”, and she discusses why there is a problem with values incongruence in the wealth management industry that can sometimes cause a deal to be a mismatch. Learn why self-awareness and clarity of your goals is the secret to doing the right deal. Mindy shares how she helps evaluate a deal for its long-term potential and not just for the immediate financial benefits it can provide. Resources: Website: www.diamond-consultants.com Email: [email protected] Telephone: (908) 879-1002 LinkedIn: www.linkedin.com/in/mindydiamond Twitter: @diamondconsults Mindy Diamond on Independence Podcast: www.diamond-consultants.com/podcast-mindy-diamond-independence/