PODCAST
The Diamond Podcast for Financial Advisors
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.
All Episodes
49:43
Growing Up with Merrill Lynch: A Next-Gen Breakaway...
The Diamond Podcast for Financial Advisors
·
2020/08/13
en-US
15:56
Industry Update: A Deep Dive into the Wirehouses and...
The Diamond Podcast for Financial Advisors
·
2020/08/06
en-US
58:54
Inside Baseball on Building and Growing an...
The Diamond Podcast for Financial Advisors
·
2020/07/30
en-US
1:15:55
How These 3 Firms Carved a New Path and are Changing...
The Diamond Podcast for Financial Advisors
·
2020/07/23
en-US
23:26
Industry Update: What the Wealth Management Landscape...
The Diamond Podcast for Financial Advisors
·
2020/07/09
en-US
54:58
Looking at M&A from the Seller’s Side of the Table
The Diamond Podcast for Financial Advisors
·
2020/06/25
en-US
53:37
Looking at M&A from the Acquirer’s Side of the Table
The Diamond Podcast for Financial Advisors
·
2020/06/18
en-US
11:39
A Big Picture Look at the State of Recruiting
The Diamond Podcast for Financial Advisors
·
2020/06/11
en-US
43:30
Controlling My Destiny: Insights from a $300M UBS...
The Diamond Podcast for Financial Advisors
·
2020/06/04
en-US
51:20
Life After Goldman Sachs: A Story of Extraordinary...
The Diamond Podcast for Financial Advisors
·
2020/05/28
en-US
51:54
The Evolution of an RIA from Practice to Enterprise
The Diamond Podcast for Financial Advisors
·
2020/05/21
en-US
43:17
Back to Basics on Leadership, Business Management and...
The Diamond Podcast for Financial Advisors
·
2020/05/14
en-US
58:08
The Most Misunderstood Broker Dealer in the...
The Diamond Podcast for Financial Advisors
·
2020/05/07
en-US
45:02
How this Wells Fargo Breakaway is Thriving During the...
The Diamond Podcast for Financial Advisors
·
2020/04/30
en-US
16:36
The Post-Crisis World for Financial Advisors: 10...
The Diamond Podcast for Financial Advisors
·
2020/04/23
en-US
1:02:18
The Real Truth About Business Ownership from a $600M...
The Diamond Podcast for Financial Advisors
·
2020/04/16
en-US
1:04:56
How the Freedom to Communicate During a Crisis and...
The Diamond Podcast for Financial Advisors
·
2020/04/09
en-US
43:46
The Real Impact of the Crisis on Valuations and the...
The Diamond Podcast for Financial Advisors
·
2020/04/02
en-US
41:15
A Lawyer’s Advice on How to Protect Your Business Now...
The Diamond Podcast for Financial Advisors
·
2020/03/26
en-US
51:16
How to Add Value at a Time When it’s Needed Most
The Diamond Podcast for Financial Advisors
·
2020/03/20
en-US