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
Follow Our Podcast
Recent Episodes
From Start-Up to $31B Behemoth RIA: The Catalysts Behind the Growth of Mega-Firm Cerity Partners
A conversation with Kurt Miscinski, President, Cerity Partners What do you get when you cross a successful wealth management executive with a New York...
Disrupting the Landscape: How a $12B+ Multi-Family Office is Making Waves Amongst Advisors and Their Clients
Avy Stein, Founder and Co-Chairman of Cresset, talks about how the firm fills a gap in the landscape for advisors who serve high net worth clients,...
Disrupting the Landscape: How a $12B+ Multi-Family Office is Making Waves Amongst Advisors and Their Clients
With Avy Stein, Founder and Co-Chairman of Cresset Advisors and clients have been the beneficiaries of a more than decade-long evolution—with changes...
$1.2B ex-UBS Advisor on Independence and the Value of “Controlling Your Own Ship”
After building a $1.2B business at UBS, Matt Kilgroe and his team found they were limited in what they could do for their clients. So in June of 2020,...
$1.2B ex-UBS Advisor on Independence and the Value of “Controlling Your Own Ship”
A conversation with Matt Kilgroe, President/CEO, Cyndeo Wealth Partners Most independent advisors start out by building strong practices in traditional...
POWERED BY BLUBRRY
