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 this Wells Fargo Breakaway is Thriving During the COVID-19 Crisis

Posted April 30, 202000:45:02

A conversation between Joseph Eschleman, President of Towerpoint Wealth, LLC and Special Guest Host Louis Diamond. The freedom to creatively market...

The Post-Crisis World for Financial Advisors: 10 Predictions

Posted April 23, 202000:16:36

There's a new wave of evolution coming which we expect will impact advisors no matter where they work. The good news is much of these changes will be...

The Post-Crisis World for Financial Advisors: 10 Predictions

Posted April 23, 202000:16:36

There’s a new wave of evolution coming in the post-crisis world which we expect will impact advisors no matter where they work. The good news is much...

The Real Truth About Business Ownership from a $600M Ex-Morgan Stanley Advisor

Posted April 16, 202001:02:18

Lee Korn, who launched the independent firm Opal Wealth Advisors in January of 2019, shares how pulling together all the moving parts that go into building...

The Real Truth About Business Ownership from a $600M Ex-Morgan Stanley Advisor

Posted April 16, 202001:02:18

A conversation with Lee Korn, Principal of RIA firm Opal Wealth Advisors. When Lee Korn and his partners left Morgan Stanley in January of 2019 to launch...