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
How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large
A conversation with Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial. In November of...
Industry Update: What the Wealth Management Landscape Looks Like Today
Mindy Diamond takes a close look at the ever-evolving landscape of the wealth management industry, outlining the “continuum” of models—comparing...
Industry Update: What the Wealth Management Landscape Looks Like Today
The ever-expanding landscape represents a waterfall of possibilities for every advisor—learn the differences between each model. The wealth management...
Looking at M&A from the Seller’s Side of the Table
Jeff Concepcion of Stratos Wealth Partners shares why he chose Emigrant Partners as a capital partner, what independent firm owners need to do when...
Looking at M&A from the Seller’s Side of the Table
A conversation with Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, with special guest host Louis Diamond. The evolution of the wealth...
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