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
A Rare Glimpse into the Culture, Cachet and Success of First Republic
A conversation with Robert Thornton, Executive Vice President & President of Private Wealth Management. This is a story that truly exemplifies how...
Preparing for Exploration: 10 Practical Tips to Conduct a Strategic Due Diligence Process
In a wealth management landscape with more options for financial advisors than ever before, the need for a “strategic” due diligence process has...
Preparing for Exploration: 10 Practical Tips to Conduct a Strategic Due Diligence Process
A conversation with Louis Diamond. We talk a lot about the expanded industry landscape—and how, ultimately, an advisor has much more to consider than...
Transitions, Retire-in-Place Programs and Termination: A Top Attorney’s Perspective
Attorney Tom Lewis of Stevens & Lee shares advice for financial advisors on navigating transition, avoiding termination, Protocol vs non-Protocol...
Transitions, Retire-in-Place Programs and Termination: A Top Attorney’s Perspective
A conversation with Tom Lewis, Certified Civil Trial Attorney at Stevens & Lee. There’s no doubt that changing firms or models is a complex...
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