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 Diehard Merrill Advisor’s Journey to Independence
Michael Henley, a 34-yr old “diehard Merrill Lynch advisor” and team, with a partner less than 10 years from retirement, came to a point at the...
The Year in Review: The 10 Most Valuable Insights on Independence
A curated collection of the top words of wisdom shared by wealth management industry leaders and top breakaways from the first year of the leading podcast...
In His Own Words: A Diehard Merrill Advisor’s Journey to Independence
Michael Henley, a 34-yr old “diehard Merrill Lynch advisor” and team, with a partner less than 10 years from retirement, came to a point at the...
An Investment Banker’s Perspective on Building an RIA Firm for Maximum Value
In this podcast episode, Liz Nesvold, founder and managing partner of Silver Lane Advisors, joins Mindy to explore what it means to build your business...
The Rewards and Risks of Independence: A Conversation with Mark Tibergien
Mark Tibergien, the CEO of BNY Mellon Pershing Advisor Solutions, shares his thoughts on the momentum towards independence, the evolving advisor mindset,...
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