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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

1:15:05

Independent Again: The Founding Partners of $18B+ IEQ...

The Diamond Podcast for Financial Advisors ·

2023/06/15

Alan Zafran and Eric Harrison, 2 of the 3 Co-CEOs and Founding Partners of IEQ Capital, discuss making 2 leaps to independence from Merrill to Luminous then First Republic to IEQ and share their journey and formula for growth they mastered along the way.

en-US

1:04:39

What a Move to Independence is Really Like: $1.75B...

The Diamond Podcast for Financial Advisors ·

2023/06/08

R. Scott Bills considered himself a Merrill Lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners.

en-US

56:49

Growth Through Media and Innovative Solutions: How...

The Diamond Podcast for Financial Advisors ·

2023/06/01

The co-founder of Gerber Kawasaki weighs in on everything from what it takes to build a $2.2B mega-RIA and the power of freedom in the independent space, on to crypto, digitization, and ETFs, plus Elon Musk and Tesla.

en-US

41:22

Considering a Move? Here’s What You Need to Know: A...

The Diamond Podcast for Financial Advisors ·

2023/05/25

What does an advisor need to know when embarking upon due diligence? In the second of this 2-part series, Mindy Diamond and Jason Diamond provide the key steps to a strategic process with focused outcomes.

en-US

38:41

Questions Every Advisor Should Ask Before Considering...

The Diamond Podcast for Financial Advisors ·

2023/05/18

What is it that advisors need to be aware of before jumping into due diligence? In the first of a 2-part series, Mindy Diamond and Louis Diamond share advice on the threshold questions to ask yourself before taking meetings or calls.

en-US

1:03:46

Valuation Expert FP Transitions: On M&A, Growth, and...

The Diamond Podcast for Financial Advisors ·

2023/05/11

CEO Brad Bueermann discusses key aspects of M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value, the future of M&A, and much more.

en-US

59:53

From Merrill Resident Director to Breakaway: How the...

The Diamond Podcast for Financial Advisors ·

2023/05/04

Amir Monsefi describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former RD shares how building their own RIA allowed them the freedom to innovate and remove conflicts.

en-US

50:48

From Product-Driven to Client-Driven: An Independent...

The Diamond Podcast for Financial Advisors ·

2023/04/27

Matt Blocki left the insurance broker dealer world to build independent firm Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.” Hear how he tripled his revenue as a result.

en-US

1:01:11

OCIO Pioneer Jonathan Hirtle on Building a $20B RIA...

The Diamond Podcast for Financial Advisors ·

2023/04/20

The industry legend shares a glimpse of life back-in-the-day at Goldman Sachs, his early leap to independence, plus his prescription for the incredible organic growth at Hirtle, Callahan & Co., the impact of the OCIO model, and much more.

en-US

29:55

The Banking Crisis: Its Impact on Advisor Movement...

The Diamond Podcast for Financial Advisors ·

2023/04/13

Mindy Diamond and Louis Diamond share perspectives from their unique vantage point on the impact of the banking crisis on advisor movement, their clients, and the wealth management industry at large.

en-US

43:27

From Insurance Broker Dealer to the RIA World: The...

The Diamond Podcast for Financial Advisors ·

2023/04/06

David Pulcini of SixPoint Financial Partners discusses the value of being a student of the industry and how that helped him to pave a new path from insurance broker dealer to independent broker dealer, and ultimately on to hybrid RIA, RFG Advisory.

en-US

1:06:13

Building Enterprise Value: A Coach’s Advice for...

The Diamond Podcast for Financial Advisors ·

2023/03/30

Ray Sclafani of ClientWise discusses the key areas that employee advisors and independent business owners can impact to influence sustainable growth, enhance client relationships, and ultimately build “exit” value.

en-US

57:50

From Cold-Calling to $500mm Breakaway: A Former...

The Diamond Podcast for Financial Advisors ·

2023/03/23

Rory O'Hara founder of Ausperity Private Wealth discusses his journey from cold-calling trainee at Merrill, to building a business managing $500mm in client assets, to making the leap to independence as a young team.

en-US

46:48

Financing Independence: A Lender’s Perspective on ...

The Diamond Podcast for Financial Advisors ·

2023/03/16

James Hughes of Live Oak Bank discusses debt financing for prospective breakaway advisors looking to de-risk a leap to independence or payoff a note balance, or business owners seeking funds for acquisitions or succession planning.

en-US

31:23

Two $10mm Teams Leave the Wirehouse World in One...

The Diamond Podcast for Financial Advisors ·

2023/03/09

What is the relevance of two $10mm teams leaving Merrill within one week’s time? Mindy Diamond and Louis Diamond answer that question, sharing case studies on the moves citing unique drivers and more.

en-US

46:41

Advisor Transition Report: An Update on Advisor...

The Diamond Podcast for Financial Advisors ·

2023/03/02

Louis Diamond and Jason Diamond discuss the findings of the latest Financial Advisor Transition Report for 2022, featuring data on financial advisor movement, transition deals, and case studies.

en-US

1:08:25

20X Growth in 10 Years: A $20B RIA on Embracing the...

The Diamond Podcast for Financial Advisors ·

2023/02/23

Michael Nathanson of The Colony Group discusses how interdependence fostered the growth of the RIA, equity partner Focus Financial, and their unique culture, curated services, and acquisition strategy.

en-US

52:38

Zero to $1B: How a Lincoln Financial Ensemble Found...

The Diamond Podcast for Financial Advisors ·

2023/02/16

Shane Morrow discusses leaving the insurance-based independent broker dealer with a team of experienced partners and how their new firm IronBridge Wealth Counsel has thrived with SagePoint Financial, an IBD under the Advisor Group umbrella.

en-US

58:48

From Merrill to Hightower to $3B RIA: How Verdence...

The Diamond Podcast for Financial Advisors ·

2023/02/09

Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first with Hightower and 5 years later launching an RIA.

en-US

51:28

Finding Your Unfair Advantage: David Canter on...

The Diamond Podcast for Financial Advisors ·

2023/02/02

The new president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective on M&A, independence, business ownership, and more.

en-US

340 results

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