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 Most Valuable Advice for Advisors and Business Owners
An annual digest of the 2022 season’s most ground-breaking commentary for financial advisors and business owners on topics including autonomy, change,...
Industry Update on 2023: 10 Emerging Trends to Put on Your Radar
In an annual review for financial advisors, Mindy Diamond and Louis Diamond look at the past year’s activity and discuss developing trends that are...
The Second Act: Barron’s Top 100 Advisor Shares Her Advice on Scale, Succession and Success
Erin Botsford of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a business, designed...
All in the Family: Former $1.3B Wells Fargo Advisor on Building a Multi-Generational Firm
After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that...
Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence
Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart, gaining the freedom to communicate...
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