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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

36:16

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

The Diamond Podcast for Financial Advisors ·

2022/04/21

The excitement around M&A activity has many financial advisors considering their future. Is independence the right path? And if you build an independent firm, who will buy it? This episode compares and contrasts options.

en-US

52:14

From UBS to Oppenheimer to Independence: A Next Gen...

The Diamond Podcast for Financial Advisors ·

2022/04/14

Dan Katz of Revolve Wealth Partners talks about his role as the next gen of a business started by his father, opting to build an RIA firm from scratch, and how their past experiences at UBS and Oppenheimer shapes the vision of their firm today.

en-US

52:38

Coach to the Advisor Elite: CEG’s John Bowen on What...

The Diamond Podcast for Financial Advisors ·

2022/04/07

What’s the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help advisors break through to the next level and accelerate growth.

en-US

52:58

From Musician to Advisor: $500mm Northwestern Mutual...

The Diamond Podcast for Financial Advisors ·

2022/03/31

Katherine Forrester Schneewind left a country music career behind to follow her dream of becoming a financial planner and instead became a star at Northwestern Mutual. In 2019, she left to launch RIA High Note Wealth with brother Michael Forrester.

en-US

55:53

The Mindset of a Mentor: How a 2x Morgan Stanley...

The Diamond Podcast for Financial Advisors ·

2022/03/24

For Brock Moseley, the choice to leave Morgan Stanley for a 2nd time in 2007 to launch RIA Miracle Mile Advisors was about living true to his ethos by building a business from the ground up, based on everything he couldn’t find anywhere else.

en-US

39:47

Industry Update: The 10 Characteristics of the Most...

The Diamond Podcast for Financial Advisors ·

2022/03/17

Mindy Diamond and Louis Diamond explore 10 of the most common practices and behaviors of elite wealth management teams based on their experiences in guiding many of the industry’s top players.

en-US

59:06

Finding Independence in a Big Firm: Top UBS Team on...

The Diamond Podcast for Financial Advisors ·

2022/03/10

Vince Finney and Joe Panfil of Bibler, Finney, Panfil Private Wealth Management Group left UBS for Wells Fargo Advisors with Ryan Bibler. A departure for a show on independence, it’s a candid conversation with a young team who didn’t go independent.

en-US

48:02

A Nearly 200-Year-Old Success Story: How Janney...

The Diamond Podcast for Financial Advisors ·

2022/03/03

Jerry Lombard, President of Janney’s Private Client Group talks about the regional firm’s exponential growth over recent years, plus how their unique balance of freedom and flexibility makes the employee model an attractive alternative for advisors.

en-US

54:39

Edward Jones Breakaway: From Knocking on Doors...

The Diamond Podcast for Financial Advisors ·

2022/02/24

Jim DeCota started his career in wealth management in the financial advisor training program at Edward Jones, building his business to $85mm in AUM in just over a decade, before leaving to build what is today $2B+ Enso Wealth Management.

en-US

32:42

Industry Update: If Business is Good, Should You...

The Diamond Podcast for Financial Advisors ·

2022/02/17

Many advisors are coming off their best years ever, driven by increased client demands and a run-up in the financial markets. So why disrupt momentum and take-on the risk and hassle of a move, to change jerseys or break for independence?

en-US

54:38

$1B+ Multi-Generational Merrill Breakaway Team Leaves...

The Diamond Podcast for Financial Advisors ·

2022/02/10

Matt Liebman, Founding Partner and CEO of RIA firm Amplius Wealth Advisors discusses the complexity of considering change with a multi-generational team, the difficulty of walking away from a big brand name, and how that influenced his choice to build an independent firm.

en-US

55:01

An Insider’s Perspective of LPL Strategic Wealth...

The Diamond Podcast for Financial Advisors ·

2022/02/02

Kimberly Sanders, Senior Vice President of Advisor Solutions for LPL Strategic Wealth Services discusses the evolution of the supported independence space and dives into how models like LPL’s address the changing needs of advisors and their clients.

en-US

55:10

Merrill Lifer on Breaking New Ground: The Leap to...

The Diamond Podcast for Financial Advisors ·

2022/01/25

Josh Brown went from mechanical engineer to the Merrill training program, building a business from 0 to $650mm. Firm changes prompted him and his team to consider their options, launching Northend Private Wealth on LPL Strategic Wealth Services.

en-US

54:34

Rockefeller Revisited: What’s Driving the Success of...

The Diamond Podcast for Financial Advisors ·

2022/01/20

Rockefeller Capital Management has become one of the most sought-after options for advisors looking to deliver concierge-level service to ultra- and high net worth clients. National Field Director Michael Outlaw shares an insider’s perspective.

en-US

58:46

Industry Legend Ron Carson on What it Really Takes to...

The Diamond Podcast for Financial Advisors ·

2022/01/12

Ron Carson joins the show to discuss the key drivers behind the rise of the Carson Group, sharing his journey from a Nebraska farm to his tenure with Private Ledger, and on to how he built a nearly $20B independent wealth management enterprise.

en-US

36:30

2021’s 10 Most Valuable Lessons from Advisors and...

The Diamond Podcast for Financial Advisors ·

2022/01/05

Key insights shared by recent breakaway advisors and independent business owners curated from the 2021 season of the podcast series for financial advisors. Topics include why they chose independence, motivations to change, impact to clients and more.

en-US

33:17

Industry Update on 2022: 11 Trends Destined to Impact...

The Diamond Podcast for Financial Advisors ·

2021/12/15

What can advisors expect as they head into 2022? In this episode we explore 11 key areas – including deals, advisor movement, evolving models, and more – and the impact each might have on advisors and the wealth management industry at large.

en-US

51:27

Barron’s Hall of Famer and Hightower Trailblazer...

The Diamond Podcast for Financial Advisors ·

2021/12/08

Richard Saperstein rose out of the ‘08 financial crisis to build the now $20B+ Treasury Partners. He discusses that journey, his decision to affiliate with Hightower Advisors, plus the firm’s unique business model, the secret to their success and more.

en-US

59:14

Wall Street Meets Main Street: How RBC Wealth...

The Diamond Podcast for Financial Advisors ·

2021/12/01

How did a bank out of Canada rise to the ranks in the US wealth management space? RBC Wealth Management–U.S. President Tom Sagissor shares an insider’s perspective, plus why their “Wall Street meets Main Street” culture is attracting some of the industry’s top advisor talent, and much more.

en-US

47:56

Creating Continuity: A UBS Breakaway on Building a...

The Diamond Podcast for Financial Advisors ·

2021/11/17

Rich Mullen of $1.75B RIA platform Pallas Capital Advisors shares creative ways he grew the business serving ultra-high net worth clients with a level of continuity that he could not achieve on his own or as an employee of UBS.

en-US

345 results

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