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
Orion’s Founder Eric Clarke on How Advisors Can Innovate, Disrupt and Win
The outgoing CEO of the wealthtech powerhouse shares his journey from the founding of Orion, the firm’s growth over the years, and perspectives on...
Summit Trail’s Jack Petersen on How Their Blockbuster Break Created a $16B Firm Designed to Serve the Unique Needs of UHNW Clients
The Barclays breakaway discusses his 2015 landmark leap with 5 partners, 3 offices, and $3B in AUM, plus shares why he feels UHNW clients are best served...
Wells Fargo’s Barry Sommers on Transforming the Wealth Management Experience
Rare access to one of the top-of-the-food-chain leaders who discusses the direction of Wells, how it compares to its peers, the value to HNW and UHNW...
Financial Advisor Economics: From Transition and Beyond
In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can...
A Bank Advisor’s Breakaway Success Story: From $180mm to $600mm+
Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in...
POWERED BY BLUBRRY
