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
Coach to the Advisor Elite: CEG’s John Bowen on What it Really Takes to Build a Blockbuster Business
What’s the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers”...
From Musician to Advisor: $500mm Northwestern Mutual Breakaway Finds Her Voice and a 5x Valuation in True Independence
Katherine Forrester Schneewind left a country music career behind to follow her dream of becoming a financial planner and instead became a star at Northwestern...
The Mindset of a Mentor: How a 2x Morgan Stanley Breakaway Built a $3B+ RIA Firm
For Brock Moseley, the choice to leave Morgan Stanley for a 2nd time in 2007 to launch RIA Miracle Mile Advisors was about living true to his ethos...
Industry Update: The 10 Characteristics of the Most Successful Teams
Mindy Diamond and Louis Diamond explore 10 of the most common practices and behaviors of elite wealth management teams based on their experiences in...
Finding Independence in a Big Firm: Top UBS Team on Their Shift to Wells Fargo Advisors
Vince Finney and Joe Panfil of Bibler, Finney, Panfil Private Wealth Management Group left UBS for Wells Fargo Advisors with Ryan Bibler. A departure...
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