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
From Product-Driven to Client-Driven: An Independent Advisor’s 3x Revenue Growth Story
Matt Blocki left the insurance broker dealer world to build independent firm Equilibrium Wealth, allowing him to step away from being “product-driven”...
OCIO Pioneer Jonathan Hirtle on Building a $20B RIA the Organic Way
The industry legend shares a glimpse of life back-in-the-day at Goldman Sachs, his early leap to independence, plus his prescription for the incredible...
The Banking Crisis: Its Impact on Advisor Movement and the Wealth Management Landscape—A Special Industry Update
Mindy Diamond and Louis Diamond share perspectives from their unique vantage point on the impact of the banking crisis on advisor movement, their clients,...
From Insurance Broker Dealer to the RIA World: The Evolution of an Independent Practice
David Pulcini of SixPoint Financial Partners discusses the value of being a student of the industry and how that helped him to pave a new path from...
Building Enterprise Value: A Coach’s Advice for Advisors and Teams
Ray Sclafani of ClientWise discusses the key areas that employee advisors and independent business owners can impact to influence sustainable growth,...
POWERED BY BLUBRRY
