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
Why a $5B UBS Breakaway Team Set Out to Build the “Boutique Firm of the Future”
Ex-UBS $5B advisors, Rob Sechan and Jeff Kobernick found that servicing their UHNW clients became difficult at the wirehouse and wanted more than other...
Industry Guru Bob Veres on Achieving Excellence and Building the Advisory Firm of the Future
Few in the financial services media that have the experience and name recognition of Bob Veres—and less are as outspoken. He candidly discusses the...
Ask the Breakaways: 3 Advisors Answer Your Questions About Making the Leap
Special Episode: A panel of 3 breakaway advisors share the details of their journeys—Lori Siegel, founding partner, Centrix Wealth Partners; Michael...
An “Industry Outsider” Shows What’s Possible When Building a Financial Planning Firm from the Ground Up
Anders Jones discusses how Facet Wealth’s combination of a lower-asset client target, specially-designed technology, remote client services and unique...
Better Together or Apart: A Breakaway Advisor Shares Why He and His Team Chose Separate Paths
For Dan Johnson and his multi-generational team at Merrill it became apparent they each had different goals and timelines. He discusses why they chose...
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