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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

55:30

A Culture of Choice: Why Raymond James Rocks the...

The Diamond Podcast for Financial Advisors ·

2021/11/09

Advisors’ desire for greater agency in serving clients and growing their businesses is driving growth toward regional firms like Raymond James & Associates. Tash Elwyn, President and CEO, discusses how choice is the foundation of the firm’s culture.

en-US

25:51

Industry Update on Merrill’s Project Thunder: Too...

The Diamond Podcast for Financial Advisors ·

2021/11/03

Merrill’s recognition of the incongruence with their advisors via Project Thunder and limiting comp changes leaves some unanswered questions. This episode delves into those questions, what’s bugging advisors most and if it’s all too little too late.

en-US

52:21

Regional Culture, Global Capabilities: Stifel’s $400B...

The Diamond Podcast for Financial Advisors ·

2021/10/28

Ron Kruszewski, Chairman and CEO of Stifel Financial Corp., shares how the firm serves as an example of what a regional firm is representative of today, and discusses their extraordinary growth, the appeal of their entrepreneurial culture, and more.

en-US

52:49

Motivated by the Long Game: Why a UBS Breakaway Left...

The Diamond Podcast for Financial Advisors ·

2021/10/19

Monish Verma describes an instructive breakaway journey, from due diligence and decision-making, foregoing an outsized recruiting deal check, opting to sell equity and how his choice to go independent with Summit Financial is resonating today.

en-US

55:51

A Losing Battle at Merrill: Why a Former Leader Left...

The Diamond Podcast for Financial Advisors ·

2021/10/12

To Greg Franks, the “bankifying” of Merrill, which he served at for nearly 3 decades, was nothing short of “tragic.” The former Merrill leader shares his experience and the story of his own leap to independence to the helm of Snowden Lane Partners.

en-US

42:54

Third Gen UBS Breakaway Finds Sanctuary: $150mm in...

The Diamond Podcast for Financial Advisors ·

2021/10/06

Next gen Tom Stadum realized that he had a long runway and greater opportunity beyond UBS. So once his partner/father fulfilled the obligations of his retirement agreement, Tom left to build independent firm Fjell Capital with Sanctuary Wealth.

en-US

31:01

Industry Update on Recruiting: Should you go for the...

The Diamond Podcast for Financial Advisors ·

2021/09/30

The convention of offering a forgivable loan or recruitment deal has been the subject of a long-standing debate in the wealth management industry. Should advisors take the upfront deal or opt for the long-term potential of independence?

en-US

53:35

Why a $5B UBS Breakaway Team Set Out to Build the...

The Diamond Podcast for Financial Advisors ·

2021/09/23

Ex-UBS $5B advisors, Rob Sechan and Jeff Kobernick found that servicing their UHNW clients became difficult at the wirehouse and wanted more than other firms offered. So they built RIA NewEdge Wealth with EdgeCo Holdings and other UBS veterans.

en-US

49:59

Industry Guru Bob Veres on Achieving Excellence and...

The Diamond Podcast for Financial Advisors ·

2021/09/17

Few in the financial services media that have the experience and name recognition of Bob Veres—and less are as outspoken. He candidly discusses the advisory firm of the future, growth, client service, technology, and the role of financial advisors.

en-US

1:12:45

Ask the Breakaways: 3 Advisors Answer Your Questions...

The Diamond Podcast for Financial Advisors ·

2021/09/09

Special Episode: A panel of 3 breakaway advisors share the details of their journeys—Lori Siegel, founding partner, Centrix Wealth Partners; Michael Henley, founder & CEO, Brandywine Oak Private Wealth; and Terry Cook, CEO, Parcion Private Wealth.

en-US

45:04

An “Industry Outsider” Shows What’s Possible When...

The Diamond Podcast for Financial Advisors ·

2021/08/26

Anders Jones discusses how Facet Wealth’s combination of a lower-asset client target, specially-designed technology, remote client services and unique subscription-based model is serving as a template for financial advice firms of the future.

en-US

45:42

Better Together or Apart: A Breakaway Advisor Shares...

The Diamond Podcast for Financial Advisors ·

2021/08/19

For Dan Johnson and his multi-generational team at Merrill it became apparent they each had different goals and timelines. He discusses why they chose different paths, opting for independence over a recruitment deal or inheriting a book and more.

en-US

46:26

How CPA Referrals Drove a Former Lincoln Financial...

The Diamond Podcast for Financial Advisors ·

2021/08/12

Paul Saganey’s 2016 decision to leave Lincoln Financial, build a multi-custodial hybrid RIA with LPL Financial and develop a CPA referral network has propelled the firm from $3.5B to $12B in 5 years. He shares how they achieved such growth and more.

en-US

1:02:22

How an ex-Wells Fargo Team Turned a “Paper...

The Diamond Podcast for Financial Advisors ·

2021/08/05

Gerry Goldberg, of GYL Financial Synergies, joins the show to share why he felt Wells Fargo FiNet wasn’t independent enough and how, as an RIA, his team tripled their assets and revenue, in partnership with Focus Financial Partners.

en-US

48:27

Industry Update on Partnerships: 10 Questions to Help...

The Diamond Podcast for Financial Advisors ·

2021/07/29

When it comes to building a strong business, nothing is better than a great partnership. Yet the shared mindset can change over time. Learn 10 questions to help determine if you’ve just hit a rocky patch or if breaking up may be the best path.

en-US

48:06

A Growth Story 87 Years in the Making: Why Boutique...

The Diamond Podcast for Financial Advisors ·

2021/07/22

Ryan DeVore, of William Blair, joins the show to discuss the success of the boutique model, and talk about the amazing growth of the firm and how it compares to others like First Republic and Rockefeller, and much more.

en-US

44:38

Breaking Up: A Former $750mm UBS Advisor’s “Split”...

The Diamond Podcast for Financial Advisors ·

2021/07/15

Ex-UBS advisor Robert Harris felt that the firm no longer allowed his team to serve their clients’ best and greater potential existed elsewhere. His partner didn’t agree. It’s a common thread amongst many partnerships who reach this crossroads.

en-US

52:27

Solving for Freedom, Control & Succession: How the...

The Diamond Podcast for Financial Advisors ·

2021/07/08

Next gen advisor Bryan Garris wanted what other independent advisors had: The freedom and control to serve clients as true fiduciaries. After careful due diligence and planning, he and his partners left UBS to launch RIA TriaGen Wealth Management.

en-US

34:35

Industry Update: A Powerful Strategy to Accelerate...

The Diamond Podcast for Financial Advisors ·

2021/06/24

Mindy Diamond discusses how harnessing the power of content marketing has proven to be a powerful growth engine for her firm. She shares tips and advice for employee and independent financial advisors on how to build your own “marketing machine.”

en-US

41:27

A Northwestern Mutual Advisor’s “Jerry Maguire-Style”...

The Diamond Podcast for Financial Advisors ·

2021/06/17

As a Managing Director at Northwestern Mutual, Brett Gilliland had a unique perspective of the limitations at the firm. So after 13 years and with $300mm in AUM, he left to build Visionary Wealth Advisors, today a $1.8B firm.

en-US

345 results

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