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PODCAST

The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

business careers

All Episodes

48:20

Private Equity and the RIA: Two Perspectives on the...

The Diamond Podcast for Financial Advisors ·

2023/11/16

Mark Copeland, Founder of $19B Signature Estate & Investment Advisors (SEIA) and Ben Prigal, Vice President of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs, practice valuation, PE’s attraction to the wealth management space, and more.

en-US

56:43

From Lifer to Leaver: $3B Former UBS Advisor Finds...

The Diamond Podcast for Financial Advisors ·

2023/11/09

Ghislain Gouraige, a 15-year UBS “culture carrier” shares what made him “start listening” to what was going on outside of the four walls of the firm at which he built a $3B practice, the value he saw in leaving to join NewEdge, tips on building an extraordinary business, and more.

en-US

44:35

Embracing the Modern Advisor: An Inside Look at...

The Diamond Podcast for Financial Advisors ·

2023/11/02

Richard Lofgren, the Managing Director of Goldman Sachs Advisor Solutions, provides inside baseball on Goldman’s custody offering, including how they differentiate from other established custodians and their ideal advisor profile.

en-US

36:29

How to Navigate the Emotional Rollercoaster Ride of a...

The Diamond Podcast for Financial Advisors ·

2023/10/26

Mindy Diamond and Louis Diamond share ideas from 25 years of experience to help advisors navigate the daunting process of transition and advice on how to better cope with what can feel like a tumultuous ride.

en-US

54:00

Seeing the Future Through the Eyes of the Client: A...

The Diamond Podcast for Financial Advisors ·

2023/10/19

Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence early in their careers, the impact of signing on to the firm’s retire-in-place program ALFA, their age as a competitive advantage, and much more.

en-US

58:33

Goldman Custody Platform Trailblazers: $1B Merrill...

The Diamond Podcast for Financial Advisors ·

2023/10/12

The founders of Beverly Hills Private Wealth discuss their motivations to leave Merrill after building a billion-dollar business, their transition to independence and experience as one of the first RIAs to choose Goldman Sachs Advisor Solutions as their custodian.

en-US

40:55

An Industry Update on Mega-Moves: How the...

The Diamond Podcast for Financial Advisors ·

2023/10/05

With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on recruiting and the industry at large? And more…

en-US

1:00:45

Orion’s Founder Eric Clarke on How Advisors Can...

The Diamond Podcast for Financial Advisors ·

2023/09/28

The outgoing CEO of the wealthtech powerhouse shares his journey from the founding of Orion, the firm’s growth over the years, and perspectives on the future of wealth management, technology and AI, and much more.

en-US

1:00:34

Summit Trail’s Jack Petersen on How Their Blockbuster...

The Diamond Podcast for Financial Advisors ·

2023/09/21

The Barclays breakaway discusses his 2015 landmark leap with 5 partners, 3 offices, and $3B in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.

en-US

57:52

Wells Fargo’s Barry Sommers on Transforming the...

The Diamond Podcast for Financial Advisors ·

2023/09/14

Rare access to one of the top-of-the-food-chain leaders who discusses the direction of Wells, how it compares to its peers, the value to HNW and UHNW clients, a perspective on recruiting and the ideal advisor type, the future of the industry, and much more.

en-US

29:44

Financial Advisor Economics: From Transition and Beyond

The Diamond Podcast for Financial Advisors ·

2023/09/07

In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time – thinking about the short-, mid- and long-term – whether they are in an employee or independent model?

en-US

47:41

A Bank Advisor’s Breakaway Success Story: From $180mm...

The Diamond Podcast for Financial Advisors ·

2023/08/24

Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in the independent model. Evan proved that by growing more than 3x in just 4 years.

en-US

42:53

The Next Big Thing: Private Equity Disrupting the...

The Diamond Podcast for Financial Advisors ·

2023/08/17

Private equity firms are showing an enhanced interest in wirehouse breakaways, investing directly in these teams on day one. Learn what’s driving this new trend, which teams are most appealing, how it will impact movement, and more.

en-US

49:26

From $80mm to $1B: How Authenticity and Humor Helped...

The Diamond Podcast for Financial Advisors ·

2023/08/10

Marc Horner discusses how his leap to independence allowed him to think and act more creatively, connect with clients and prospects on a new level, and ultimately grow his business in ways he could not in the wirehouse world.

en-US

45:22

The Breakaway Process: A Transition Expert Shares...

The Diamond Podcast for Financial Advisors ·

2023/08/03

Caitlin Douglas, the head of transition services at Dynasty, shares the details about transitioning to independence. What advisors need to know about the supported independence model, tips on preparing for a move, key milestones, and much more.

en-US

52:05

A 37-Year Merrill Lifer Shares Why Even Long-Tenured...

The Diamond Podcast for Financial Advisors ·

2023/07/27

As a former Merrill ACTM chairperson, Andy Ferguson had an acute view of the changes taking place at the firm. He shares how that influenced his decision to opt for independence over Merrill’s retire-in-place program CTP and more.

en-US

54:51

Ric Edelman on the Future of Your Wealth Management...

The Diamond Podcast for Financial Advisors ·

2023/07/20

One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance of financial education, the value of embracing technology, and more.

en-US

37:34

Innovative Ways the Best Independent Firms Fuel...

The Diamond Podcast for Financial Advisors ·

2023/07/13

Independence allows advisors to create an unlimited menu of innovative value-add services for their clients. Employee advisors are finding ways to get in on the action. Learn specific examples of the various services offered by some of the industry’s leading independent firms.

en-US

57:04

Driving Organic Growth: Practical Marketing Tips for...

The Diamond Podcast for Financial Advisors ·

2023/06/29

Growing a sustainable wealth management business relies on attracting new clients while engaging current ones. The leader of the award-winning integrated marketing firm shares advice on what it takes to impact organic growth via marketing.

en-US

53:33

A $6.8B William Blair Advisor on Finding the Benefits...

The Diamond Podcast for Financial Advisors ·

2023/06/22

Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joining William Blair ultimately won out over launching an RIA, how finding the right culture has enhanced his team’s growth, and more.

en-US

340 results

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