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

5 Things Josh Brown’s Firm Does Differently—And How it Resulted in Over 100X Growth in 6 Years

Posted November 11, 2019 • 00:57:30

Josh Brown, of Ritholtz Wealth Management and voice of The Reformed Broker and CNBC Halftime Report, talks about where the wealth management industry...

An Update on Merrill Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients

Posted November 8, 2019 • 00:13:00

A special episode with guest Vince Fertitta, Merrill breakaway executive, now President of Sanctuary Wealth. After months of rumors, the day finally...

An Update on Merrill’s Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients

Posted November 7, 2019 • 00:13:00

In this special podcast episode, Vince Fertitta, breakaway Merrill executive who is now President of Sanctuary Wealth, joins the show to discuss the...

How to Become an Attractive Buyer or Seller in a Hot M&A Market

Posted October 28, 2019 • 00:59:16

Rich Gill, senior partner of Wealth Partners Capital Group, discusses what makes an attractive acquisition target, what a good deal looks like, how...

3X Growth: How a Pivot from IBD to RIA Turned into a Nearly $4 Billion Slam-Dunk

Posted October 14, 2019 • 00:41:06

Rob Nelson, CEO and Founding Partner of NorthRock Partners, talks about his explosive growth after a shift from IBD to RIA, the value of a capital partner,...