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
Industry Update: Why Rockefeller, First Republic and Other Boutique Firms Are Attracting So Many Top Advisors
The 3rd of a 3-part series on the landscape of the wealth management industry explores today's boutique firms – a quasi-independent model – focusing...
Growing Up with Merrill Lynch: A Next-Gen Breakaway Story
Merrill next gen inheritor Elizabeth "Lizzie" Evans discusses her decision to leave the firm on the heels of her father’s CTP agreement and cautions...
Industry Update: A Deep Dive into the Wirehouses and Regional Firms
Beginning her deep dive into the ever-changing landscape of the wealth management industry, Mindy Diamond explores the defining characteristics of wirehouse...
Inside Baseball on Building and Growing an Independent Firm
Mega-RIA firms are setting the pace of massive growth through ambitious acquiring practices and smart recruiting. Marty Bicknell, of Mariner Wealth...
How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large
3 “ex-wirehouse-turned-independent-industry-leaders” in a rare single forum: Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary...
POWERED BY BLUBRRY
