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
Steward Partners Revisited: Jim Gold Offers an Insider’s Perspective on Why Supported Independence is Thriving
Steward Partners CEO and founding partner Jim Gold revisits the series to provide an update on the firm. He discusses their evolution and growth, the...
Happy Again: How a $440mm Merrill Team Got Their Mojo Back in Independence
Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent...
A Special 5th Anniversary Episode: 5 Themes Driving Change in the Wealth Management Industry
A podcast that started 5 years ago exploring independence for financial advisors evolved to offer a wide range of topics and guests from throughout...
From Next Gen to CEO: Ex-Wirehouse Advisor on Taking Over the Reins of the Family Business
Mike Durso, CEO of Shorehaven Wealth Partners, discusses his leap from employee to breakaway to leader, how bringing his diverse experience and institutional...
From Termination to Expungement: A Former $350mm UBS Advisor Finds Success in Independence
Jeff Boudjouk on UBS termination, expungement, and a new life as independent firm Northeast Investment Group.
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