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
Liberated: Why a 25-Year Merrill Vet Managing $450mm Opted to Break Away and Build His Own Firm
On his 25th anniversary with Merrill, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta, GA. It was a bold move designed to “liberate...
An Inside Move from IBD to RIA: $300mm Advisor on Becoming “More Independent” at Commonwealth
Andy Harris of Evergreen Wealth Solutions describes his journey from building a business at ING, transitioning to an IBD at Commonwealth Financial Network,...
Industry Update on M&A: If You Build It, Will They Buy It?
Part 2 of 2 on M&A: For advisors who are reviewing their firm’s retire-in-place program, considering a recruitment deal, or looking to launch...
Industry Update on M&A: If You Build It, Will They Buy It?
The excitement around M&A activity has many financial advisors considering their future. Is independence the right path? And if you build an independent...
From UBS to Oppenheimer to Independence: A Next Gen Shares his Playbook for 2x+ Growth
Dan Katz of Revolve Wealth Partners talks about his role as the next gen of a business started by his father, opting to build an RIA firm from scratch,...
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