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 Institutional to Private Wealth: A Former UBS Advisor on Growth, Expansion and Building a $6B Firm
Phil Fiore and his team felt limited at UBS in their ability to grow and customize services for their largely institutional client base. So they launched...
Update on Transitions: Communicating the “Why” of a Move to Your Clients
A financial advisor’s move should be to improve client service because it’s the clients who drive business growth and value. Here’s how to communicate...
Creating a Referral Engine: An Expert’s Advice on Asking for – and Receiving – the Right Introductions
Bill Cates has helped financial advisors move from incremental growth to exponential growth by communicating more compelling value and multiplying their...
Expert Advice for Non-Protocol Moves: What Advisors at Ed Jones and Other Firms Need to Know
While advisors successfully transition out of non-Protocol firms each and every day, doing so comes with added risks. Attorney David Gehn, whose expertise...
Investing in Growth: Exploring KKR’s Attraction to $25B+ RIA Beacon Pointe
What does it take to garner the attention of one of the leading private equity firms in the world? Beacon Pointe’s President Matt Cooper and Sasank...
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