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3:15 PM - 4:00 PM


Leverage Your Independence


Mindy Diamond
President & CEO, Diamond Consultants

Michelle Smith
Co-Founder and CEO, Source Financial Advisors, LLC


Session Description

Join Mindy Diamond for a candid Q&A conversation with Michelle Smith, CEO of Source Financial Advisors and co-founder of the wealth management firm Alexandra & James. During this hour, Michelle will touch on the highlights of her career and what led her to go completely independent, as well as some of the challenges she’s encountered along the way. A truly dynamic advisor, Michelle has a story and ambition that will leave you inspired and energized to put the wisdom of her experiences to work for your practice. 

Mindy Diamond is President & CEO of Diamond Consultants, the premier search and consulting firm placing financial advisors nationwide.


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