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
Beyond the Numbers: Key Insights from the Fidelity Advisor Movement Study
The conversation on “increased advisor movement” may seem anecdotal at times, yet it’s anything but. Scott Gorham, Vice President of Competitive...
Beyond the Numbers: Key Insights from the Fidelity Advisor Movement Study
A conversation with Scott Gorham, Vice President of Competitive Intelligence at Fidelity Institutional, and Louis Diamond. The conversation around “increased...
Advisor Choice: How Models Like Wells Fargo’s First Clearing Offer Optionality and Flexibility
Multi-channel models are one of the hottest options for financial advisors, providing a path from employee to independence without changing firms. John...
Advisor Choice: How Models Like Wells Fargo’s First Clearing Offer Optionality and Flexibility
A conversation with John Peluso, President of First Clearing. Multi-channel models have become one of the hottest options for advisors considering change...
Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change
Advisors considering a change of firms or models often have a lot of questions. This episode tackles the 10 most frequently asked by advisors and dispels...
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