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
The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths
Overview
Four top advisors who each left a major firm share how they built successful independent businesses...
From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth
With Neil Rubinstein, Private Advisor and Managing Director, RSA Family Wealth, Rockefeller Global Family Office
Overview
After...
A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth
With Alex Markowitz – Founding and Managing Partner, Alteri Wealth
Overview
After more than...
How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition
With Jarrod Malone & Michael Bressan, Partners at Shumaker
Overview
As TROs and lawsuits...
Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm
With Steve Davis, Founder & CEO, Madison & Elm Wealth Management
Overview
After more...
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