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

Freedom from the Big Brand: Unencumbered Growth for an $800mm Team

Posted June 13, 2019 • 00:36:26

Morgan Stanley breakaway Steve Schwarzbach, Founder and Managing Partner of $800mm RIA Icon Wealth Partners, shares how he and his partners – free...

How this $2.5 Billion Team Saw Past the Handcuffs of Deferred Compensation

Posted May 30, 2019 • 00:43:30

Former Morgan Stanley advisor Margaret Dechant had a successful “self-sufficient business” at the firm with $2.5B under management. So, what drove...

7 Things Advisors Need to Know About Succession Planning

Posted May 16, 2019 • 00:25:32

Louis Diamond takes over the mic to share actionable advice on succession planning for all advisors no matter your age, stage of your career, or whether...

4X Growth in 3 Years: A Regional Breakaway Success Story

Posted May 2, 2019 • 00:34:52

Chip Munn reminds us that breakaways do not always come from the wirehouses. He left regional broker dealer Hilliard Lyons for RJFS in 2016 in search...

The Top 7 Turnkey Models that are Rocking the Independent Landscape

Posted April 25, 2019 • 00:16:28

In a greatly expanded landscape, many independent models exist that provide varying levels of freedom and flexibility. Louis Diamond joins the episode...