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
Industry Update: What Financial Advisors Need to Know About Growing Through Recruitment and M&A
One of the major motivations for advisors who choose independence is to build an enterprise via recruitment and M&A. But inorganic growth opportunities...
Industry Update: What Financial Advisors Need to Know About Growing Through Recruitment and M&A
A conversation with Louis Diamond One of the major motivations for advisors who choose independence is the desire to build an enterprise through recruitment...
From Insurance Sales to $8B RIA: A Northwestern Mutual Breakaway Story
Andy Schwartz went from selling insurance at Northwestern Mutual to managing $3.5B in assets and leading one of the firm’s largest groups. In 2014...
From Insurance Sales to $8B RIA: A Northwestern Mutual Breakaway Story
A conversation with Andy Schwartz, CFP®, Principal, Bleakley Financial Group As a college student selling insurance, Andy Schwartz didn’t envision...
“Will My Clients Follow?”— A $500mm UBS Breakaway Success Story
Changing firms or models comes with some risk, one of the most critical being client portability. It was a risk that this 26-year UBS veteran and his...
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