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
Embracing the Modern Advisor: An Inside Look at Goldman Sachs Advisor Solutions
Richard Lofgren, the Managing Director of Goldman Sachs Advisor Solutions, provides inside baseball on Goldman’s custody offering, including how they...
How to Navigate the Emotional Rollercoaster Ride of a Transition: A Special Industry Update
Mindy Diamond and Louis Diamond share ideas from 25 years of experience to help advisors navigate the daunting process of transition and advice on how...
Seeing the Future Through the Eyes of the Client: A $770mm UBS Breakaway Story
Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence early in their careers, the impact of signing...
Goldman Custody Platform Trailblazers: $1B Merrill Breakaway Team One Year Later
The founders of Beverly Hills Private Wealth discuss their motivations to leave Merrill after building a billion-dollar business, their transition to...
An Industry Update on Mega-Moves: How the Ever-Increasing Number of Billion-Dollar Transitions Are Rocking the Industry
With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms...
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