Name: Breakaway Advisor Builds Her Own Firm, and Wealth Follows by WealthManagement.com in Mindy Diamond on Independence
Duration: 34 min 49 s
Description: Before independence was in vogue, Dorie Fain of &Wealth left the comfort and familiarity of a big-name firm – plus significant chips on the table – to build her own RIA. And she did it without leveraging a service provider. Fain shares how she banked on her client relationships, instead of “believing the hype” that she needed a big brand name behind her.

Mindy Diamond on Independence

In the first episode of her podcast on independence for financial advisors, Mindy Diamond explores the origins of the space, the backstory of its explosive growth, and introduces key players behind the momentum. She discusses key trends to be aware of, why so many advisors find independence attractive, and defines the profile of a typical independent advisor.

Diamond Consultants Financial Advisor Education Series

Independence: How did we get here, and where are we going?

After exploring the origins of independence in the first episode of this series on independence for financial advisors, Mindy Diamond walks advisors through a process to help them determine if the model is right for them. She’ll share a story of 2 advisors who, after asking themselves a series of questions, identified that independence was not right for them.

How to Determine if You've Got the "Right Stuff" for Independence

The Independent Broker Dealer or IBD model offers a mix of freedom and support for advisors who want flexibility but also to retain some of the “scaffolding” they’re accustomed to.

Exploring the Independent Broker Dealer Model

Advisors with their sights set on the highest level of freedom and flexibility, plus the maximum ability to build long-term enterprise value, owe it to themselves to take a closer look at the RIA model.

The RIA Space: Freedom and Flexibility Maximized

What drives a wirehouse advisor to make the leap to independence? And what happens once they get to the other side? Hear it first hand in this one-on-one interview with breakaway broker Matt Celenza.

A View from the Top: An Interview with Breakaway Broker Matt Celenza

Before independence was in vogue, Dorie Fain of &Wealth left the comfort and familiarity of a big-name firm – plus significant chips on the table – to build her own RIA. And she did it without leveraging a service provider. Fain shares how she banked on her client relationships, instead of “believing the hype” that she needed a big brand name behind her.

Breakaway Advisor Builds Her Own Firm, and Wealth Follows

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

Breakaway Advisor Builds Her Own Firm, and Wealth Follows

WealthManagement.com

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