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 l
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Recent Episodes
Monetization vs. Independence: What’s the Best Path? A Special Industry Update
With Jason Diamond and Mindy Diamond
Overview
Many advisors are drawn to independence for the...
How Simplicity Leads to Impactful Growth: Carl Richards’ Advice for Advisors
With Carl Richards—CFP™, Content Creator, Thought Leader
Overview
Realizing common behavior...
The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life
With Nate Harris, Founder, Covenant Capital
Overview
Nate Harris recognized that the firm he first...
The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years
With Justin Berman—Co-Chairman at Cresset and Founder of Berman Capital Advisors
Overview
Justin...
Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses
With Michael Henley, Founder & CEO of Brandywine Oak Private Wealth; Matt Liebman, CEO of Amplius Wealth Advisors, Jerry Davidse, CEO of...
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