The Diamond Podcast for Financial Advisors
Business & Economics Podcasts
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 landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
Location:
United States
Description:
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 landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
Twitter:
@mindydiamond
Language:
English
Email:
908-879-1002
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
Duration:00:47:11
An Industry Update on Advisor Transitions and Deals: The 2023 Report
Duration:00:40:58
Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
Duration:01:01:09
Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update
Duration:00:32:34
The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners
Duration:00:58:27
Trading Short-Term Gain for Long-Term Success: An $850mm UBS Breakaway Story
Duration:00:57:29
Bourbon, Real Estate, and Golf Courses: How Innovations in Investments, Training, and Client Service Built a $9.4B Business
Duration:00:55:38
Embracing a Growth Mindset: Best Practices for Top Advisors from AllianceBernstein’s Head of Private Wealth
Duration:00:49:22
Building a Business with Intention: The $5B Callan Family Office Recipe for Success
Duration:00:58:54
2023’s Most Valuable Insights on Transitions, Independence, and Advisor Growth
Duration:01:09:26
An Advisor’s Guide to 2024: The Impact of 2023 on the Coming Year
Duration:00:48:52
Barron’s Top Advisor and Industry Visionary Steve Lockshin: Lessons from the Life of a Serial Entrepreneur
Duration:00:46:35
The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business
Duration:00:53:25
$1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill
Duration:00:57:01
Private Equity and the RIA: Two Perspectives on the Value of Growth
Duration:00:48:20
From Lifer to Leaver: $3B Former UBS Advisor Finds His New Edge
Duration:00:56:43
Embracing the Modern Advisor: An Inside Look at Goldman Sachs Advisor Solutions
Duration:00:44:35
How to Navigate the Emotional Rollercoaster Ride of a Transition: A Special Industry Update
Duration:00:36:29
Seeing the Future Through the Eyes of the Client: A $770mm UBS Breakaway Story
Duration:00:54:00
Goldman Custody Platform Trailblazers: $1B Merrill Breakaway Team One Year Later
Duration:00:58:33