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
Innovative Ways the Best Independent Firms Fuel Growth: A Special Industry Update
Independence allows advisors to create an unlimited menu of innovative value-add services for their clients. Employee advisors are finding ways to get...
Driving Organic Growth: Practical Marketing Tips for Advisors from FiComm’s Megan Carpenter
Growing a sustainable wealth management business relies on attracting new clients while engaging current ones. The leader of the award-winning integrated...
A $6.8B William Blair Advisor on Finding the Benefits of Independence as an Employee
Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joining William Blair ultimately won out over launching an RIA, how finding...
Independent Again: The Founding Partners of $18B+ IEQ Capital on Growth, Culture, and the Luminous Leap
Alan Zafran and Eric Harrison, 2 of the 3 Co-CEOs and Founding Partners of IEQ Capital, discuss making 2 leaps to independence from Merrill to Luminous...
What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective
R. Scott Bills considered himself a Merrill Lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger,...
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