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Episode 5: Finding the Right Deal, with Mindy Diamond

Episode #5

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.

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