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
Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence
Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful...
Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness
Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey....
Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services
In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing...
4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth
What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss...
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even...
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