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
Regional Culture, Global Capabilities: Stifel’s $400B Success Story
Ron Kruszewski, Chairman and CEO of Stifel Financial Corp., shares how the firm serves as an example of what a regional firm is representative of today,...
Motivated by the Long Game: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial
Monish Verma describes an instructive breakaway journey, from due diligence and decision-making, foregoing an outsized recruiting deal check, opting...
A Losing Battle at Merrill: Why a Former Leader Left the Herd for Independence–the Value of Culture and the “Intoxicating” Effects of Freedom
To Greg Franks, the “bankifying” of Merrill, which he served at for nearly 3 decades, was nothing short of “tragic.” The former Merrill leader...
Third Gen UBS Breakaway Finds Sanctuary: $150mm in Assets and a Long Runway to Grow
Next gen Tom Stadum realized that he had a long runway and greater opportunity beyond UBS. So once his partner/father fulfilled the obligations of his...
Industry Update on Recruiting: Should you go for the forgivable loan?
The convention of offering a forgivable loan or recruitment deal has been the subject of a long-standing debate in the wealth management industry. Should...
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