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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

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

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

345 results

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