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

Zero to $1B: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint

Posted February 16, 2023 • 00:52:38

Shane Morrow discusses leaving the insurance-based independent broker dealer with a team of experienced partners and how their new firm IronBridge Wealth...

From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice

Posted February 9, 2023 • 00:58:48

Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first with Hightower...

Finding Your Unfair Advantage: David Canter on Bluespring, M&A, RIAs, and more

Posted February 2, 2023 • 00:51:28

The new president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices,...

Everything You Need to Know About Independence: An Industry Update

Posted January 26, 2023 • 00:54:24

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Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd

Posted January 19, 2023 • 01:16:42

The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, in a candid one-on-one...