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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

5:36
On Weathering the Storm
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10:08
Industry Update: Are the Wirehouses Getting Ready to...
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47:11
Brian Hamburger Talks Trends, Options and...
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8:40
Industry Update: The Bull Market for Advisors, Where...
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39:36
Advisor as Client: The Raymond James Model of...
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10:09
Industry Update: On Clashes, Sleeping Giants, and the...
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43:53
Joe Duran on What Advisors Need to Know to Succeed in...
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59:54
The 10 Most Valuable Insights from Breakaway Advisors
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50:59
What are Top Advisors Doing Differently?
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59:34
How “Transparency” Propelled Growth from $1 to $4...
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50:03
How This UBS Breakaway Team Increased Their Client...
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1:01:29
LPL Reinvented: Going Beyond the Traditional Broker...
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57:30
5 Things Josh Brown’s Firm Does Differently—And How...
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13:00
An Update on Merrill’s Enhanced CTP: What it Means...
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59:16
How to Become an Attractive Buyer or Seller in a Hot...
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41:06
3X Growth: How a Pivot from IBD to RIA Turned into a...
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48:16
The Real Story Behind HighTower’s Reinvention with...
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43:19
Technology’s Role in Building a Firm for Maximum Value
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1:06:56
Michael Kitces on How to Differentiate and Grow in a...
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41:38
Gaining the Technological Edge in Independence
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