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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

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

54:24

Everything You Need to Know About Independence: An...

The Diamond Podcast for Financial Advisors ·

2023/01/26

A quick yet thorough education for advisors on the independent space answering the questions that many of our advisor-clients ask us during due diligence.

en-US

1:16:42

Andy Sieg: A Candid One-on-One With the Leader of...

The Diamond Podcast for Financial Advisors ·

2023/01/19

The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, in a candid one-on-one interview with Mindy Diamond.

en-US

1:02:01

The Most Valuable Advice for Advisors and Business...

The Diamond Podcast for Financial Advisors ·

2023/01/12

An annual digest of the 2022 season’s most ground-breaking commentary for financial advisors and business owners on topics including autonomy, change, clients’ needs, succession, next gens, growth, and much more.

en-US

32:42

Industry Update on 2023: 10 Emerging Trends to Put on...

The Diamond Podcast for Financial Advisors ·

2022/12/22

In an annual review for financial advisors, Mindy Diamond and Louis Diamond look at the past year’s activity and discuss developing trends that are destined to drive change for 2023, including recruiting, deals, M&A, and much more.

en-US

1:01:01

The Second Act: Barron’s Top 100 Advisor Shares Her...

The Diamond Podcast for Financial Advisors ·

2022/12/15

Erin Botsford of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a business, designed for scale, succession, and to be attractive to acquirers.

en-US

47:37

All in the Family: Former $1.3B Wells Fargo Advisor...

The Diamond Podcast for Financial Advisors ·

2022/12/08

After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes 3 of his daughters. Larry discusses family, legacy, business ownership, and more.

en-US

41:53

Outgrowing the Employee Model: How an ex-Merrill...

The Diamond Podcast for Financial Advisors ·

2022/12/01

Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart, gaining the freedom to communicate and create an exceptional experience for their clients.

en-US

55:02

Steward Partners Revisited: Jim Gold Offers an...

The Diamond Podcast for Financial Advisors ·

2022/11/17

Steward Partners CEO and founding partner Jim Gold revisits the series to provide an update on the firm. He discusses their evolution and growth, the Goldman Sachs custodial platform, and more.

en-US

1:04:40

Happy Again: How a $440mm Merrill Team Got Their Mojo...

The Diamond Podcast for Financial Advisors ·

2022/11/10

Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors with support from TruClarity.

en-US

37:59

A Special 5th Anniversary Episode: 5 Themes Driving...

The Diamond Podcast for Financial Advisors ·

2022/11/03

A podcast that started 5 years ago exploring independence for financial advisors evolved to offer a wide range of topics and guests from throughout the wealth management industry. This special episode explores the most popular themes.

en-US

56:33

From Next Gen to CEO: Ex-Wirehouse Advisor on Taking...

The Diamond Podcast for Financial Advisors ·

2022/10/27

Mike Durso, CEO of Shorehaven Wealth Partners, discusses his leap from employee to breakaway to leader, how bringing his diverse experience and institutional knowledge to the family business informed the decision to go independent, more.

en-US

54:07

From Termination to Expungement: A Former $350mm UBS...

The Diamond Podcast for Financial Advisors ·

2022/10/20

Jeff Boudjouk on UBS termination, expungement, and a new life as independent firm Northeast Investment Group.

en-US

47:56

Preparing for Succession: What Made Selling the Right...

The Diamond Podcast for Financial Advisors ·

2022/10/13

Kevin Myeroff shares how he built a $2B firm, the process of planning for succession and ultimate decision to sell NCA Financial Planners to Sequoia Financial.

en-US

44:47

Industry Update on M&A: Why Buy? Tips for Those with...

The Diamond Podcast for Financial Advisors ·

2022/10/06

When it comes to M&A, there are plenty of independent business owners and wirehouse advisors who have their sights on becoming acquirers, yet it’s an incredibly competitive environment with more buyers than sellers. Here’s how to compete and win.

en-US

52:34

Creating a Destination for Other Advisors: How a...

The Diamond Podcast for Financial Advisors ·

2022/09/29

Todd Resnick and his colleagues were attracted to the idea of building a “destination” for other advisors. He discusses their journey leveraging M&A, capital partners and support services to bring their shared goals to life–demonstrating how vision can drive growth and success.

en-US

345 results

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