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
1:06:56
Michael Kitces on How to Differentiate and Grow in a...
The Diamond Podcast for Financial Advisors
·
2019/09/09
en-US
41:38
Gaining the Technological Edge in Independence
The Diamond Podcast for Financial Advisors
·
2019/06/27
en-US
47:21
Exploring the Independent Broker Dealer Space
The Diamond Podcast for Financial Advisors
·
2019/06/21
en-US
36:26
Freedom from the Big Brand: Unencumbered Growth for...
The Diamond Podcast for Financial Advisors
·
2019/06/13
en-US
43:30
How this $2.5 Billion Team Saw Past the Handcuffs of...
The Diamond Podcast for Financial Advisors
·
2019/05/30
en-US
25:32
7 Things Advisors Need to Know About Succession Planning
The Diamond Podcast for Financial Advisors
·
2019/05/16
en-US
34:52
4X Growth in 3 Years: A Regional Breakaway Success Story
The Diamond Podcast for Financial Advisors
·
2019/05/02
en-US
16:28
The Top 7 Turnkey Models that are Rocking the...
The Diamond Podcast for Financial Advisors
·
2019/04/25
en-US
37:44
A Model of Supported Independence That Fills the...
The Diamond Podcast for Financial Advisors
·
2019/04/18
en-US
41:37
Rockefeller Capital Management Demystified
The Diamond Podcast for Financial Advisors
·
2019/04/04
en-US
35:45
A Best-of-All-Worlds Model: Full-Service Independence...
The Diamond Podcast for Financial Advisors
·
2019/03/22
en-US
40:22
Independence for Advisors with an Offshore Client Base
The Diamond Podcast for Financial Advisors
·
2019/03/07
en-US
35:29
An Attorney’s Advice on Navigating Transition
The Diamond Podcast for Financial Advisors
·
2019/02/21
en-US
46:51
A Diehard Merrill Advisor’s Journey to Independence
The Diamond Podcast for Financial Advisors
·
2019/02/07
en-US
36:30
The Year in Review: The 10 Most Valuable Insights on...
The Diamond Podcast for Financial Advisors
·
2019/01/24
en-US
In His Own Words: A Diehard Merrill Advisor’s Journey...
The Diamond Podcast for Financial Advisors
·
2019/01/01
en-US
45:30
An Investment Banker’s Perspective on Building an RIA...
The Diamond Podcast for Financial Advisors
·
2018/12/13
en-US
43:05
The Rewards and Risks of Independence: A Conversation...
The Diamond Podcast for Financial Advisors
·
2018/11/29
en-US
34:40
$300mm To $800mm in Just 8 Years: A Conversation with...
The Diamond Podcast for Financial Advisors
·
2018/11/15
en-US
36:21
The Path to Independence in Two Steps or One with...
The Diamond Podcast for Financial Advisors
·
2018/11/01
en-US