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
Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment
Duration:00:57:17
A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond
Duration:00:39:44
Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise
Duration:00:56:54
$10B Summit Financial’s 3X Growth in 4-Years: The Story Behind the Rise of a 42-Year-Old RIA
Duration:00:56:46
How the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective
Duration:00:29:17
A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model
Duration:01:02:16
How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update
Duration:00:35:00
Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence
Duration:01:02:34
Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness
Duration:00:54:13
Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services
Duration:00:51:08
4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth
Duration:00:51:24
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