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: Answers to the Top 10 Questions Advisors Ask When Considering Change
A conversation with Louis Diamond. Advisors who are considering a change of firms or models often have a lot of questions—and they should. Because...
In Pursuit of Purpose: The Story of a Billion-Dollar Breakaway Turned Fee-Only Independent Entrepreneur
After building a $1B business at Morgan Stanley, Jeff Thomas found he could only pursue the vision of “doing more and better” for clients by launching...
In Pursuit of Purpose: The Story of a Billion-Dollar Breakaway Turned Fee-Only Independent Entrepreneur
A conversation with Jeff Thomas, Founder/CEO of Archetype Wealth Partners. While the ultimate decision to make the leap to independence varies from...
Why Some Firms Are “Outperformers”—An Exclusive Deep Dive into the 2020 Schwab RIA Benchmarking Study
An exploration of the 2020 Schwab RIA Benchmarking Study with Lisa Salvi of Schwab Advisor Services. Beyond key trends, she shares the drivers and habits...
Why Some Firms Are “Outperformers”—An Exclusive Deep Dive into the 2020 Schwab RIA Benchmarking Study
A conversation with Lisa Salvi, Vice President, Business Consulting & Education, Schwab Advisor Services. In an industry driven by numbers, there’s...
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