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
Barron’s Top Advisor and Industry Visionary Steve Lockshin: Lessons from the Life of a Serial Entrepreneur
The founder of AdvicePeriod, Vanilla, and others, offers a unique perspective on how an advisor’s entrepreneurial DNA can drive their ability to serve...
The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business
What motivated this $1.6B multi-generational Wells Fargo team to leave the wirehouse world for supported independence with a relatively unknown broker...
$1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill
The founder of Boulevard Family Wealth revisits the show 6 years later to share an insider perspective on what he wishes he knew before breaking away...
Private Equity and the RIA: Two Perspectives on the Value of Growth
Mark Copeland, Founder of $19B Signature Estate & Investment Advisors (SEIA) and Ben Prigal, Vice President of Reverence Capital Partners, discuss...
From Lifer to Leaver: $3B Former UBS Advisor Finds His New Edge
Ghislain Gouraige, a 15-year UBS “culture carrier” shares what made him “start listening” to what was going on outside of the four walls of...
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