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

A Model of Supported Independence That Fills the “Fear Gap”

Posted April 18, 2019 • 00:37:44

Rob Bartenstein discusses how Kestra Private Wealth Services offers a path to supported independence for advisors who want to go independent but do...

Rockefeller Capital Management Demystified

Posted April 4, 2019 • 00:41:37

Industry superstar Greg Fleming at the helm, the Rockefeller name, an extraordinary financial advisor community and leadership dream team makes this...

A Best-of-All-Worlds Model: Full-Service Independence with Equity Upside

Posted March 22, 2019 • 00:35:45

Guest Jim Gold discusses breaking away from the senior leadership ranks at Morgan Stanley to build Steward Partners, a full-service employee-owned quasi-independent...

Independence for Advisors with an Offshore Client Base

Posted March 7, 2019 • 00:40:22

Merrill breakaway Lisa Van Walleghem of MAXIMAI shares why leaving the once “great school of experience” with a globally diverse book to form her...

An Attorney’s Advice on Navigating Transition

Posted February 21, 2019 • 00:35:29

Attorney David Gehn shares his experience in working with advisors through non-Protocol moves, the challenges of terminations and hyper-compliance,...