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
Preparing for Succession: What Made Selling the Right Path for this $2B Firm
Kevin Myeroff shares how he built a $2B firm, the process of planning for succession and ultimate decision to sell NCA Financial Planners to Sequoia...
Industry Update on M&A: Why Buy? Tips for Those with Their Sights Set on Becoming an Acquirer
When it comes to M&A, there are plenty of independent business owners and wirehouse advisors who have their sights on becoming acquirers, yet it’s...
Creating a Destination for Other Advisors: How a $600mm Breakaway Team Transformed into a $2.8B Business
Todd Resnick and his colleagues were attracted to the idea of building a “destination” for other advisors. He discusses their journey leveraging...
Private Bankers Find Greater Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset
Kevin McGuire and Sarah Burney, former J.P. Morgan Private Bankers, share their journey in moving their $2B HNW-focused business to Cresset. They discuss...
2022 Transition Report: An Update on Advisor Movement in the Wealth Management Industry for H1
10 top trends from Diamond Consultants Transition Report, the first of a bi-annual series of reports for financial advisors. A comprehensive, data-driven...
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