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
From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth
Rory O'Hara founder of Ausperity Private Wealth discusses his journey from cold-calling trainee at Merrill, to building a business managing $500mm in...
Financing Independence: A Lender's Perspective on Breakaway Transitions, M&A and Succession
James Hughes of Live Oak Bank discusses debt financing for prospective breakaway advisors looking to de-risk a leap to independence or payoff a note...
Two $10mm Teams Leave the Wirehouse World in One Week: An Industry Update on Advisor Transitions
What is the relevance of two $10mm teams leaving Merrill within one week’s time? Mindy Diamond and Louis Diamond answer that question, sharing case...
Advisor Transition Report: An Update on Advisor Movement Over the Course of 2022
Louis Diamond and Jason Diamond discuss the findings of the latest Financial Advisor Transition Report for 2022, featuring data on financial advisor...
20X Growth in 10 Years: A $20B RIA on Embracing the Value of Private Equity and Interdependence
Michael Nathanson of The Colony Group discusses how interdependence fostered the growth of the RIA, equity partner Focus Financial, and their unique...
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