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
Follow Our Podcast
Recent Episodes
An Industry Update on Advisor Transitions and Deals: The 2023 Report
In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on...
Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he...
Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update
A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage...
The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners
Former President of First Republic Private Wealth Management Bob Thornton talks about the fallout from the banking crisis and his new chapter building...
Trading Short-Term Gain for Long-Term Success: An $850mm UBS Breakaway Story
Former UBS advisor Barry Mitchell discusses why he messed with success in the quintessential narrative for financial advisors around how to think about...
POWERED BY BLUBRRY
