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: 7 Real-World Lessons We Learned on Succession Planning
The goal of succession planning is to “future-proof” the business, developing a strategic guide built upon the leader’s vision, sustainable scale...
Industry Update: 7 Real-World Lessons We Learned on Succession Planning
A conversation with Louis Diamond on next gens, the art of “co-leadership” and future-proofing your firm. The concept of “succession planning”...
From Intern to CEO: How an Accidental Entrepreneur Built a $50B+ RIA Empire
How did Buckingham Wealth Partners become a $50B+ mega-RIA enterprise? CEO Adam Birenbaum shares his M&A strategy, the role of an investment partner,...
The Limitations of Building a Billion-Dollar “Boutique Firm” within a Wirehouse: A UBS Breakaway Story
As a wirehouse advisor, Terry Cook found it became too difficult at UBS to meet the increasing demands of his high net worth clients. The only way to...
The Best of 2020: Top Advice from 10 Independent Business Owners
Advice from the top 10 independent advisors featured in 2020, a special episode representing the 100th in this podcast series for financial advisors....
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