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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

1:05:27

Private Bankers Find Greater Independence: Former $2B...

The Diamond Podcast for Financial Advisors ·

2022/09/22

Kevin McGuire and Sarah Burney, former J.P. Morgan Private Bankers, share their journey in moving their $2B HNW-focused business to Cresset. They discuss garden leave, portability, referrals, and more.

en-US

36:25

2022 Transition Report: An Update on Advisor Movement...

The Diamond Podcast for Financial Advisors ·

2022/09/15

10 top trends from Diamond Consultants Transition Report, the first of a bi-annual series of reports for financial advisors. A comprehensive, data-driven exploration of financial advisor movement over a specific timeframe.

en-US

1:10:13

One-on-One with Rudy Adolf: How Focus Financial...

The Diamond Podcast for Financial Advisors ·

2022/09/08

Rudy Adolf describes how the idea of Focus Financial Partners evolved, filling a gap in how independent financial advisors accessed capital, resources and monetized their life’s work, plus the firm’s journey as a public company and more.

en-US

45:49

Industry Update: How to Maximize Your Career...

The Diamond Podcast for Financial Advisors ·

2022/08/25

Advisors invest their time, energy, and talents in serving clients and fostering business growth. Ultimately, they are creating career enterprise value. Here’s how to maximize that value.

en-US

45:00

How to Deliver Massive Value: Turning the Tables on...

The Diamond Podcast for Financial Advisors ·

2022/08/18

Matthew Jarvis rose from near bankruptcy to running a profitable independent financial advisory practice. He shares his story plus key teachings on extreme accountability and delivering massive value to clients.

en-US

35:10

Industry Update: Should You Consider a Move When...

The Diamond Podcast for Financial Advisors ·

2022/08/11

It’s common for financial advisors to share that they are uncomfortable thinking about a move when the markets are unsettled. But how does an advisor know if now is the right time to consider change? Learn that and more.

en-US

1:00:41

Ex-Merrill ACTM Chair to Independent Business Owner:...

The Diamond Podcast for Financial Advisors ·

2022/08/04

Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as Chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.

en-US

52:39

From Institutional to Private Wealth: A Former UBS...

The Diamond Podcast for Financial Advisors ·

2022/07/28

Phil Fiore and his team felt limited at UBS in their ability to grow and customize services for their largely institutional client base. So they launched Procyon Partners, have expanded services and are achieving extraordinary M&A success.

en-US

31:59

Update on Transitions: Communicating the “Why” of a...

The Diamond Podcast for Financial Advisors ·

2022/07/21

A financial advisor’s move should be to improve client service because it’s the clients who drive business growth and value. Here’s how to communicate “what’s in it for them” so they can see the positive impact of the change.

en-US

54:01

Creating a Referral Engine: An Expert’s Advice on...

The Diamond Podcast for Financial Advisors ·

2022/07/14

Bill Cates has helped financial advisors move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients by accessing the power of referrals. Bill shares his best tips to create your own referral process with Louis Diamond.

en-US

45:39

Expert Advice for Non-Protocol Moves: What Advisors...

The Diamond Podcast for Financial Advisors ·

2022/06/30

While advisors successfully transition out of non-Protocol firms each and every day, doing so comes with added risks. Attorney David Gehn, whose expertise is in representing advisors in transition, shares advice with Jason Diamond.

en-US

55:13

Investing in Growth: Exploring KKR’s Attraction to...

The Diamond Podcast for Financial Advisors ·

2022/06/23

What does it take to garner the attention of one of the leading private equity firms in the world? Beacon Pointe’s President Matt Cooper and Sasank Chary, Managing Director of KKR, answer that question and more.

en-US

52:33

The Growth Puzzle: UBS Breakaway Team Shares Their...

The Diamond Podcast for Financial Advisors ·

2022/06/16

UBS breakaways John Klaas, Jr. and David Millington share their journey to launching independent firm Puzzle Wealth Solutions with Gladstone Wealth Partners and resulting growth to $2B in assets year one.

en-US

57:02

Sanctuary Wealth $25B Later: An Inside Look at the...

The Diamond Podcast for Financial Advisors ·

2022/06/09

Jim Dickson, founder and CEO of Sanctuary Wealth, revisits the show as the firm celebrates its 4th anniversary, recapping the early days of Sanctuary, discussing where the firm is today, the growth of supported independence and more.

en-US

45:39

Expert Advice on Portability: What You Need to Know...

The Diamond Podcast for Financial Advisors ·

2022/06/02

Grier Rubeling, Advisor Transition Services, joins this special Industry Update episode to share practical portability tips and actionable transition advice for financial advisors considering or preparing to change firms.

en-US

49:35

Building a Multi-Family Office: How an Ex-Goldman...

The Diamond Podcast for Financial Advisors ·

2022/05/26

Gary Hirschberg began to question if he was able to act as a true fiduciary to his clients at Goldman Sachs. Plus, he had the nagging desire to build a brand of his own. So in 2018, he left to launch Aaron Wealth Advisors.

en-US

56:49

The Pull of Pure Independence: A Former FiNet...

The Diamond Podcast for Financial Advisors ·

2022/05/19

Steve Dimitriou built his book in firms like MFS, Alex.Brown, AdVest and later FiNet, growing to $1.3B in AUM. Yet the call for greater independence became the motivation to launch RIA Mayflower Advisors which today manages over $1.7B.

en-US

59:19

Liberated: Why a 25-Year Merrill Vet Managing $450mm...

The Diamond Podcast for Financial Advisors ·

2022/05/12

On his 25th anniversary with Merrill, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta, GA. It was a bold move designed to “liberate and empower” him and his team to serve their clients completely and with objectivity.

en-US

39:24

An Inside Move from IBD to RIA: $300mm Advisor on...

The Diamond Podcast for Financial Advisors ·

2022/05/05

Andy Harris of Evergreen Wealth Solutions describes his journey from building a business at ING, transitioning to an IBD at Commonwealth Financial Network, and later sliding over to their RIA platform, with key learnings about both models.

en-US

28:49

Industry Update on M&A: If You Build It, Will They...

The Diamond Podcast for Financial Advisors ·

2022/04/28

Part 2 of 2 on M&A: For advisors who are reviewing their firm’s retire-in-place program, considering a recruitment deal, or looking to launch an independent firm, understanding the value on the open market is critical.

en-US

345 results

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