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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

43:42

Wirehouse Connections: Why a Next Gen Merrill Advisor...

The Diamond Podcast for Financial Advisors ·

2024/10/31

Dylan O’Shea offers a unique perspective from a growing advisor with a long runway who could have easily opted for a transition check but instead chose independence. He discusses why he joined Quorum Private Wealth, the value of their shared vision, infrastructure, and more.

en-US

53:40

Getting Unstuck: How to Change “What If” to “What...

The Diamond Podcast for Financial Advisors ·

2024/10/24

Advisors often face the fear of the unknown, feeling dissatisfied but stuck in “what ifs.” Erin Rocchio, coach and Managing Partner at Evolution, joins Mindy Diamond to share strategies that help advisors break free of this inertia, acknowledge fear, and open their minds to transformational change.

en-US

36:49

Monetization vs. Independence: What’s the Best Path?...

The Diamond Podcast for Financial Advisors ·

2024/10/17

Many advisors are drawn to independence for the control and equity-building potential it offers, yet find themselves wondering if monetization in the short term might be the better way to go. Jason Diamond and Mindy Diamond provide insights and guidelines to help advisors navigate these choices with strategies to assess factors like growth, profitability, succession planning, and short- vs. long-term goals.

en-US

48:29

How Simplicity Leads to Impactful Growth: Carl...

The Diamond Podcast for Financial Advisors ·

2024/10/10

Realizing common behavior gaps led Carl Richards to explore ways to simplify financial concepts and processes for clients. As a result, he’s become an industry thought leader who offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.

en-US

55:18

The Real Value of Due Diligence: How a Former Merrill...

The Diamond Podcast for Financial Advisors ·

2024/10/03

Nate Harris recognized that the firm he first built his business at no longer aligned with what he deemed as his North Star. After extensive soul searching and due diligence, he decided to leave his team at Merrill and opted for the independent broker dealer model, which he felt would allow him to achieve all he desired and then some.

en-US

51:22

The Evolution of an Elite Advisor: From Breakaway to...

The Diamond Podcast for Financial Advisors ·

2024/09/26

Justin Berman shows that change is constant. After leaving Goldman Sachs in 2010 and growing his business from $1B to $5B in 10 years, he sought greater impact. He merged with Cresset Asset Management, boosting revenue from $17M to $27M in just 3 years.

en-US

56:20

Merrill Breakaway Advisor Roundtable: How to Recreate...

The Diamond Podcast for Financial Advisors ·

2024/09/19

With Michael Henley, Founder & CEO of Brandywine Oak Private Wealth; Matt Liebman, CEO of Amplius Wealth Advisors, Jerry Davidse, CEO of Presilium Private WealthOverview Three Merrill breakaways offer unique perspectives on the process of considering change, life outside the wirehouse, and filling the gaps that one might experience when leaving a big brand name behind to become an independent business owner. Watch... Listen in... > Download a

en-US

31:10

Should I Stay or Should I Go? An Advisor’s Guide to...

The Diamond Podcast for Financial Advisors ·

2024/09/12

With Mindy Diamond and Jason DiamondOverview Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives. Listen in... > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily

en-US

45:27

What You Need to Know About Marketing Your Wealth...

The Diamond Podcast for Financial Advisors ·

2024/08/29

Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition, and more for employees of an established firm or someone just launching a new independent entity.

en-US

50:40

Changing Channels: How a Wirehouse Team Went...

The Diamond Podcast for Financial Advisors ·

2024/08/22

The “affiliation channel slide” has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted in tremendous growth opportunities.

en-US

48:35

The Dream Team Effect: How Mastering Team Dynamics...

The Diamond Podcast for Financial Advisors ·

2024/08/15

Industry coach John Bowen demonstrates how building and fostering the development of your “Dream Team” can be the game changer your business is waiting for. It’s an episode that serves as a free coaching session with actionable advice for employee advisors and business owners alike.

en-US

42:59

Mid-Year Report on Deals, Transitions, and Recruiting

The Diamond Podcast for Financial Advisors ·

2024/08/08

Using the Diamond Consultants trademark data-driven analysis and insights on recruiting and deals, Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year.

en-US

57:36

Democratizing Wealth Management: How the Founder of...

The Diamond Podcast for Financial Advisors ·

2024/08/01

Matt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for firms. Plus, he offers his thoughts in the inaugural Founder’s Blueprint segment.

en-US

1:06:13

Becoming the Clients’ Financial Concierge: $2B UBS...

The Diamond Podcast for Financial Advisors ·

2024/07/25

The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary, the responsibility to a client and advisor’s business on serving an expanding list of client needs, taking a long-term look at the business, and much more.

en-US

56:29

Succession and Liquidity: Key Considerations and...

The Diamond Podcast for Financial Advisors ·

2024/07/18

Succession and monetization are hot topics for advisors in every model. LPL Financial’s Liquidity and Succession program representatives discuss what advisors, independent business owners, and next gens need to consider as they grow their businesses and explore long-term and short-term options, plus best practices to prepare for a transition and maximize business value.

en-US

47:01

Playing the Long Game: Why a Former Wirehouse Advisor...

The Diamond Podcast for Financial Advisors ·

2024/07/11

Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging “what if” feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his business and later a majority stake. Now, as President of Stratos Private Wealth, he shares a unique journey.

en-US

47:06

Sustainable and Scalable Growth: A Leading Coach’s...

The Diamond Podcast for Financial Advisors ·

2024/06/27

Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. It’s like having a free session on growth with one of the best coaches in the business.

en-US

51:50

Build, Grow, and Scale: How a Young Bank Brokerage...

The Diamond Podcast for Financial Advisors ·

2024/06/20

Dustin Cali and Daniel Ventura of Praetego Private Wealth broke away to: Build a business designed for the future, poised for growth and scale, with the freedom to serve clients’ unique needs.

en-US

53:51

Buying, Selling, or Transitioning Your Business: An...

The Diamond Podcast for Financial Advisors ·

2024/06/13

Expert industry attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move, plus how to prepare your business for change, with actionable best practices to adopt today.

en-US

37:56

Are You Vulnerable? An Advisor’s Guide to Surviving...

The Diamond Podcast for Financial Advisors ·

2024/06/06

In a world managed to the lowest common denominator and driven by heavy-handed compliance, every employee advisor is vulnerable. In this episode, Mindy and Louis break it all down, share warning signs all advisors should pay attention to and proactive steps an advisor can take to protect themselves.

en-US

345 results

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