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 Growth Puzzle: UBS Breakaway Team Shares Their Path to 2x Growth in Year One
UBS breakaways John Klaas, Jr. and David Millington share their journey to launching independent firm Puzzle Wealth Solutions with Gladstone Wealth...
Sanctuary Wealth $25B Later: An Inside Look at the Firm’s 4-Year Growth and What Lies Ahead
Jim Dickson, founder and CEO of Sanctuary Wealth, revisits the show as the firm celebrates its 4th anniversary, recapping the early days of Sanctuary,...
Expert Advice on Portability: What You Need to Know to Prepare for a Move
Grier Rubeling, Advisor Transition Services, joins this special Industry Update episode to share practical portability tips and actionable transition...
Building a Multi-Family Office: How an Ex-Goldman Advisor Experienced Autonomy and Growth in Independence
Gary Hirschberg began to question if he was able to act as a true fiduciary to his clients at Goldman Sachs. Plus, he had the nagging desire to build...
The Pull of Pure Independence: A Former FiNet Advisor’s Journey to Building a $1.7B Fully Independent Firm
Steve Dimitriou built his book in firms like MFS, Alex.Brown, AdVest and later FiNet, growing to $1.3B in AUM. Yet the call for greater independence...
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