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
Michael Kitces on Everything Financial Advisors Need to Know About Growth
Industry rockstar Michael Kitces shares his thoughts on building a thriving practice, why scale isn't everything, marketing, organic and inorganic growth...
Michael Kitces on Everything Financial Advisors Need to Know About Growth
A conversation with the industry thought-leader, financial planner and host of the popular blog and podcast series It was almost 2 years ago when Michael...
6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”
While comfortable at UBS a decade ago, Ahmie Baum started to see things a bit differently when his son Brian joined the business. It was an awakening...
6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”
A conversation with Ahmie Baum, Founder and CEO, Interchange Capital Partners. What if we all had the chance to take a “mulligan” at least once...
A Rare Glimpse into the Culture, Cachet and Success of First Republic
First Republic Private Wealth Management grew from $14.5B in AUM to more than $190B in the past decade. President Bob Thornton discusses what’s driving...
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