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
From $30mm to $55B: The Strategic Vision Behind Creative Planning’s Extraordinary Growth
What’s driving the acquisition appetite of mega-RIAs? Peter Mallouk of $55B RIA Creative Planning has been driving inorganic growth like never before....
Industry Update on M&A: Meet the Investors—Why It’s Important for All Advisors to Know Who They Are
Who are the investors? How are deals structured? Why would an advisor choose to sell all or a portion of his business? What’s the downside? When to...
From Ex-Morgan Stanley Advisor to One of the Biggest Breakaway Stories of 2019
Why would a $6B team choose to leave behind the safety of Morgan Stanley - not to mention two-thirds of their assets - to make the leap to independence?...
Industry Update: Understanding the Real Value of a Financial Advisor’s Business
Many advisors wonder whether their business value can be maximized under a brokerage umbrella. Louis Diamond shares 3 valuation scenarios, as well as...
How the Investment Playing Field Has Been Leveled for Even the Most Sophisticated Advisors and Their Clients
Lawrence Calcano of iCapital Network discusses how their alternative investments (alts) platform helped close the gap for advisors who previously could...
POWERED BY BLUBRRY
