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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

33:33

Industry Update: 7 Real-World Lessons We Learned on...

The Diamond Podcast for Financial Advisors ·

2021/01/28

The goal of succession planning is to “future-proof” the business, developing a strategic guide built upon the leader’s vision, sustainable scale and continual growth for the future of the firm. Mindy and Louis Diamond share key lessons from their succession planning journey, the art of “co-leadership,” choosing a successor, and more.

en-US

1:00:19

From Intern to CEO: How an Accidental Entrepreneur...

The Diamond Podcast for Financial Advisors ·

2021/01/21

How did Buckingham Wealth Partners become a $50B+ mega-RIA enterprise? CEO Adam Birenbaum shares his M&A strategy, the role of an investment partner, plus advice for prospective breakaways and independent advisors, dealmaking red flags and more in this interview with Louis Diamond.

en-US

47:23

The Limitations of Building a Billion-Dollar...

The Diamond Podcast for Financial Advisors ·

2021/01/14

As a wirehouse advisor, Terry Cook found it became too difficult at UBS to meet the increasing demands of his high net worth clients. The only way to act as a true fiduciary meant "taking the ankle weights off" by making the leap to independence.

en-US

1:03:57

The Best of 2020: Top Advice from 10 Independent...

The Diamond Podcast for Financial Advisors ·

2021/01/07

Advice from the top 10 independent advisors featured in 2020, a special episode representing the 100th in this podcast series for financial advisors. It’s a distillation of key commentary that answers the threshold question: Why independence?

en-US

17:50

A Special Year-End Industry Update: 10 Ways That 2020...

The Diamond Podcast for Financial Advisors ·

2020/12/17

In a year nobody could have predicted, financial advisors are reporting the best years of their careers and we're seeing the greatest amount of movement in a decade. Mindy Diamond explores that phenomenon, plus reveals 10 emerging trends for 2021 destined to reshape the industry for financial advisors and firms.

en-US

57:19

Advisor-Turned-CEO: How a $2.4B Ameriprise Firm...

The Diamond Podcast for Financial Advisors ·

2020/12/10

Jon Kuttin reveals how he built a $2.4B independent practice on the Ameriprise Financial platform—a strategy that includes a unique referral engine, the decision to transition from a client-facing advisor to CEO, plus great mentors and hard work.

en-US

49:53

Betting on the Long-Term: Former Merrill Resident...

The Diamond Podcast for Financial Advisors ·

2020/12/03

Former Merrill Lynch Resident Director Melissa Bouchillon shares what it takes for an RD to consider independence, Merrill’s push to sell bank products, how they compensated a partner who signed onto CTP, why they chose Focus Financial and more.

en-US

1:04:37

Creating Sustainable Scale: How CAPTRUST’s Unique...

The Diamond Podcast for Financial Advisors ·

2020/11/19

20 years ago, CAPTRUST launched with just $2.5mm in revenue and $400mm AUA. Today the firm reports $400B AUA and a valuation of $1.25B. Rush Benton discusses the firm’s growth methodology in an episode that demonstrates the potential of independence.

en-US

41:25

Part 2 of 2: The $5B Breakaway That Led to a $125mm...

The Diamond Podcast for Financial Advisors ·

2020/11/12

In part 2 of 2, Mark Sear and David Hou pick up where their story left off after the 2008 break from Merrill, the sale of their RIA Luminous Capital to First Republic in 2012, and their decision to go back to independence as RIA Evoke Advisors.

en-US

39:02

Part 1 of 2: The $5B Breakaway That Led to a $125mm...

The Diamond Podcast for Financial Advisors ·

2020/11/05

Mark Sear and David Hou, Managing Partners of Evoke Advisors, talk about their 2008 breakaway from Merrill Lynch to form RIA Luminous Capital, why they chose to sell Luminous to First Republic, their decision to leave First Republic for independence again, and much more in part 1 of a 2-part podcast episode.

en-US

28:42

Industry Update on Goldman Sachs: What could a new...

The Diamond Podcast for Financial Advisors ·

2020/10/29

There have been reports of some significant changes brewing at Goldman Sachs that seem to indicate that the firm is going all-in on the RIA custody business. What does that mean for Goldman Private Wealth Advisors and the industry at large?

en-US

54:40

Learning from the Leaders: Bob Mulholland on...

The Diamond Podcast for Financial Advisors ·

2020/10/22

Wirehouse veteran Bob Mulholland shares his experience at Merrill and UBS, plus perspective on changes at the wirehouses, the drivers towards independence, stemming advisor attrition at big brokerages, changing advisor sentiment and much more.

en-US

48:35

5 Tips for Financial Advisors on How to Get From...

The Diamond Podcast for Financial Advisors ·

2020/10/15

A look at how financial advisors can take a giant leap in growth, for example, going from managing assets of $500mm to $5B or more. Financial advisor coach, podcast host and New York Times bestselling author Steve Sanduski joins the show.

en-US

14:01

Industry Update: Why Working from Home May Be One of...

The Diamond Podcast for Financial Advisors ·

2020/10/08

With nearly 60% of advisors currently working from home, how is that impacting their client relationships? And how are so many advisors still choosing to move in these uncertain times? Mindy Diamond discusses that and more in this Industry Update.

en-US

51:29

From $30mm to $55B: The Strategic Vision Behind...

The Diamond Podcast for Financial Advisors ·

2020/10/01

What’s driving the acquisition appetite of mega-RIAs? Peter Mallouk of $55B RIA Creative Planning has been driving inorganic growth like never before. He talks about his latest deals, his formula for growth, tips for buyer and sellers, and more.

en-US

28:59

Industry Update on M&A: Meet the Investors—Why It’s...

The Diamond Podcast for Financial Advisors ·

2020/09/24

Who are the investors? How are deals structured? Why would an advisor choose to sell all or a portion of his business? What’s the downside? When to monetize? The answers to those questions and more for wirehouse and independent advisors.

en-US

1:00:38

From Ex-Morgan Stanley Advisor to One of the Biggest...

The Diamond Podcast for Financial Advisors ·

2020/09/17

Why would a $6B team choose to leave behind the safety of Morgan Stanley - not to mention two-thirds of their assets - to make the leap to independence? Breakaway Jason Fertitta explains how he and his team decided to make the leap, forming RIA Americana Partners, how their high-net worth clients reacted to the news, and much more.

en-US

33:43

Industry Update: Understanding the Real Value of a...

The Diamond Podcast for Financial Advisors ·

2020/09/10

Many advisors wonder whether their business value can be maximized under a brokerage umbrella. Louis Diamond shares 3 valuation scenarios, as well as sheds light on why so many advisors choose to go independent on the back 9 of their careers.

en-US

51:52

How the Investment Playing Field Has Been Leveled for...

The Diamond Podcast for Financial Advisors ·

2020/08/27

Lawrence Calcano of iCapital Network discusses how their alternative investments (alts) platform helped close the gap for advisors who previously could not go independent without losing some, if not all, of their private fund access.

en-US

16:35

Industry Update: Why Rockefeller, First Republic and...

The Diamond Podcast for Financial Advisors ·

2020/08/20

The 3rd of a 3-part series on the landscape of the wealth management industry explores today's boutique firms – a quasi-independent model – focusing on the top 2 firms in particular: Rockefeller Capital Management and First Republic Wealth Management.

en-US

346 results

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