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
Democratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space
With Matt Brown – Founder, Chairman, & CEO, CAIS
Overview
Matt Brown discusses the founding...
Becoming the Clients’ Financial Concierge: $2B UBS Breakaways Set Their Sights on Being Fiduciaries for the Long-Term
With Russell Crow and William “Billy” Diehl — Partners, Managing Directors, Beacon Pointe
Overview
The...
Succession and Liquidity: Key Considerations and Options for Founders and Next Gens
With Jeremy Holly, Executive Vice President Strategic Business Development and Jared Fingeret, Senior Vice President—LPL Financial
Overview
Succession...
Playing the Long Game: Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm
With Jeff Brown – President, Stratos Private Wealth
Overview
Jeff Brown wore many hats in...
Sustainable and Scalable Growth: A Leading Coach’s Advice on How to Achieve it
With Duncan MacPherson, CEO, Pareto Systems
Overview
Duncan MacPherson from Pareto Systems...
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