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
Merrill Lifer on Breaking New Ground: The Leap to Independence with LPL Strategic Wealth Services
Josh Brown went from mechanical engineer to the Merrill training program, building a business from 0 to $650mm. Firm changes prompted him and his team...
Rockefeller Revisited: What’s Driving the Success of this 3-Year-Old “Modern” Multi-Family Office?
Rockefeller Capital Management has become one of the most sought-after options for advisors looking to deliver concierge-level service to ultra- and...
Industry Legend Ron Carson on What it Really Takes to Build a $20B Enterprise
Ron Carson joins the show to discuss the key drivers behind the rise of the Carson Group, sharing his journey from a Nebraska farm to his tenure with...
2021’s 10 Most Valuable Lessons from Advisors and Business Owners
Key insights shared by recent breakaway advisors and independent business owners curated from the 2021 season of the podcast series for financial advisors....
Industry Update on 2022: 11 Trends Destined to Impact Advisors and Their Businesses
What can advisors expect as they head into 2022? In this episode we explore 11 key areas – including deals, advisor movement, evolving models, and...
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