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
Barron’s Hall of Famer and Hightower Trailblazer Richard Saperstein: On Rising from Crisis, Team Building and the Real Value of a Business
Richard Saperstein rose out of the ‘08 financial crisis to build the now $20B+ Treasury Partners. He discusses that journey, his decision to affiliate...
Wall Street Meets Main Street: How RBC Wealth Management Combines a Global Approach with a Regional Feel
How did a bank out of Canada rise to the ranks in the US wealth management space? RBC Wealth Management–U.S. President Tom Sagissor shares an insider’s...
Creating Continuity: A UBS Breakaway on Building a Virtual Multi-Family Office
Rich Mullen of $1.75B RIA platform Pallas Capital Advisors shares creative ways he grew the business serving ultra-high net worth clients with a level...
A Culture of Choice: Why Raymond James Rocks the Regional Space and Advisor Recruiting
Advisors’ desire for greater agency in serving clients and growing their businesses is driving growth toward regional firms like Raymond James &...
Industry Update on Merrill’s Project Thunder: Too Little Too Late?
Merrill’s recognition of the incongruence with their advisors via Project Thunder and limiting comp changes leaves some unanswered questions. This...
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