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
Controlling My Destiny: Insights from a $300M UBS Breakaway
A conversation with Lori Siegel, Founding Partner of Centrix Wealth Partners. Certified Financial Planner Lori Siegel and her partner Robert Russo left...
Life After Goldman Sachs: A Story of Extraordinary Success
Justin Berman left Goldman Sachs 10 years ago to build his own independent firm, at a time when such a move was much less common. How did he find the...
Life After Goldman Sachs: A Story of Extraordinary Success
A conversation with Justin Berman, Founder and CEO of $3B Berman Capital Advisors. Any advisor who chooses to leave the comfort, familiarity and support...
The Evolution of an RIA from Practice to Enterprise
Tim Bello of Merchant Investment Management discusses the growth of the independent space and the burgeoning cottage industry that fills capital, service...
The Evolution of an RIA from Practice to Enterprise
A conversation with Tim Bello, Managing Partner, Merchant Investment Management. One of the key factors in the growth of the independent space is the...
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