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
Part 1 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal
Mark Sear and David Hou, Managing Partners of Evoke Advisors, talk about their 2008 breakaway from Merrill Lynch to form RIA Luminous Capital, why they...
Industry Update on Goldman Sachs: What could a new RIA custodian mean for advisors and the industry?
There have been reports of some significant changes brewing at Goldman Sachs that seem to indicate that the firm is going all-in on the RIA custody...
Learning from the Leaders: Bob Mulholland on Roadblocks, Change and the Wave Towards Independence
Wirehouse veteran Bob Mulholland shares his experience at Merrill and UBS, plus perspective on changes at the wirehouses, the drivers towards independence,...
5 Tips for Financial Advisors on How to Get From $500mm to $5B
A look at how financial advisors can take a giant leap in growth, for example, going from managing assets of $500mm to $5B or more. Financial advisor...
Industry Update: Why Working from Home May Be One of Wealth Management’s Biggest Game Changers
With nearly 60% of advisors currently working from home, how is that impacting their client relationships? And how are so many advisors still choosing...
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