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
The Next Big Thing: Private Equity Disrupting the Landscape for the Best Teams
Private equity firms are showing an enhanced interest in wirehouse breakaways, investing directly in these teams on day one. Learn what’s driving...
From $80mm to $1B: How Authenticity and Humor Helped to Drive an Ex-Wirehouse Advisor’s Growth
Marc Horner discusses how his leap to independence allowed him to think and act more creatively, connect with clients and prospects on a new level,...
The Breakaway Process: A Transition Expert Shares Advice on Going Independent
Caitlin Douglas, the head of transition services at Dynasty, shares the details about transitioning to independence. What advisors need to know about...
A 37-Year Merrill Lifer Shares Why Even Long-Tenured Advisors Can Benefit by Forgoing CTP and Breaking Away
As a former Merrill ACTM chairperson, Andy Ferguson had an acute view of the changes taking place at the firm. He shares how that influenced his decision...
Ric Edelman on the Future of Your Wealth Management Practice
One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance...
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