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 the Freedom to Communicate During a Crisis and Beyond Translated to 4x Growth for this ex-Morgan Stanley Team
The freedom to be creative and follow one’s instincts without a larger corporate agenda has enabled many independent advisors to successfully navigate...
How the Freedom to Communicate During a Crisis and Beyond Translated to 4x Growth for this ex-Morgan Stanley Team
A conversation with David Bahnsen, Founder and Managing Partner of The Bahnsen Group. A sudden bull market downturn driven by an insidious virus has...
The Real Impact of the Crisis on Valuations and the Independent Space as a Whole
Matt Crow, President of Mercer Capital, a leading authority on firm valuations in the wealth management space, shares his perspective on the future...
The Real Impact of the Crisis on Valuations and the Independent Space as a Whole
A Conversation with Matt Crow, President of Valuation Firm Mercer Capital. M&A activity in the RIA space enjoyed a continual rise over the last...
A Lawyer’s Advice on How to Protect Your Business Now and Into the Future
Attorney David Gehn, of NY law firm Ellenoff, Grossman & Schole, LLP, shares actionable advice for advisors including how to avoid risk, manage...
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