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
Follow Our Podcast
Recent Episodes
A Special Year-End Industry Update: 10 Ways That 2020 Will Reshape Wealth Management in 2021
In a year nobody could have predicted, financial advisors are reporting the best years of their careers and we're seeing the greatest amount of movement...
Advisor-Turned-CEO: How a $2.4B Ameriprise Firm Cracked the Growth Code
Jon Kuttin reveals how he built a $2.4B independent practice on the Ameriprise Financial platform—a strategy that includes a unique referral engine,...
Betting on the Long-Term: Former Merrill Resident Director Shares Why Her $1B Team Broke Away
Former Merrill Lynch Resident Director Melissa Bouchillon shares what it takes for an RD to consider independence, Merrill’s push to sell bank products,...
Creating Sustainable Scale: How CAPTRUST’s Unique Model Drives Enormous Growth and a $1B+ Valuation
20 years ago, CAPTRUST launched with just $2.5mm in revenue and $400mm AUA. Today the firm reports $400B AUA and a valuation of $1.25B. Rush Benton...
Part 2 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal
In part 2 of 2, Mark Sear and David Hou pick up where their story left off after the 2008 break from Merrill, the sale of their RIA Luminous Capital...
POWERED BY BLUBRRY
