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
Looking at M&A from the Acquirer’s Side of the Table
Part 1 of 2 on M&A: Karl Heckenberg, president and CEO of Emigrant Partners, discusses how the firm's value proposition, plus the well-established...
Looking at M&A from the Acquirer’s Side of the Table
A conversation with Karl Heckenberg, President & CEO of Emigrant Partners. When New York Private Bank and Trust doubled-down on their control of...
A Big Picture Look at the State of Recruiting
In this 10-minute update, Mindy Diamond explores the recent uptick in financial advisor recruiting activity, answers the questions we’re hearing most...
A Big Picture Look at the State of Recruiting
Your 10-minute download on advisor movement—and what’s driving the uptick in activity. As the world goes through reopening, talk around advisor...
Controlling My Destiny: Insights from a $300M UBS Breakaway
Former UBS advisor Lori Siegel CFP of Centrix Wealth Partners talks about her first year of independence, forming Centrix Wealth Partners with Raymond...
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