The Diamond Podcast for Financial Advisors show

The Diamond Podcast for Financial Advisors

Summary: This podcast is designed for financial advisors like you - who are interested in learning more about the evolving wealth management industry through in-depth dialogues with breakaway advisors, C-suite executives, and industry thought leaders. 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. At Diamond Consultants, our mission is to help financial advisors live their best business life. We guide elite advisors in search of the right place for their business and their clients, whether it’s at a wirehouse, regional, boutique, or independent firm. We’ve transitioned more than a quarter of a trillion dollars in assets under management in the past decade. But we’re far more than just recruiters. We’re future-proofers, business coaches, and career sherpas who meet advisors where they are, years before they’re ready to move. We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and create a personal roadmap of options they might never have considered otherwise. And unlike most recruiters, our business is built on relationships, not transactions. Making a move is a big deal and we would never sell you into a move. We offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are. Learn more at Diamond-Consultants.com or call us at 908-879-1002. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Guests appearing on this podcast are NOT compensated in any way for their appearances.

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  • Artist: Mindy Diamond Financial Advisor Recruiter and Consultant
  • Copyright: ©2024 Diamond Consultants, Inc. All rights reserved.

Podcasts:

 What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance | File Type: audio/mpeg | Duration: 47:11

What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance

 An Industry Update on Advisor Transitions and Deals: The 2023 Report | File Type: audio/mpeg | Duration: 40:58

An Industry Update on Advisor Transitions and Deals: The 2023 Report

 Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise | File Type: audio/mpeg | Duration: 1:01:09

Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise

 Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update | File Type: audio/mpeg | Duration: 32:34

Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update

 The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners | File Type: audio/mpeg | Duration: 58:27

The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners

 Trading Short-Term Gain for Long-Term Success: An $850mm UBS Breakaway Story | File Type: audio/mpeg | Duration: 57:29

Trading Short-Term Gain for Long-Term Success: An $850mm UBS Breakaway Story

 Bourbon, Real Estate, and Golf Courses: How Innovations in Investments, Training, and Client Service Built a $9.4B Business | File Type: audio/mpeg | Duration: 55:38

Bourbon, Real Estate, and Golf Courses: How Innovations in Investments, Training, and Client Service Built a $9.4B Business

 Embracing a Growth Mindset: Best Practices for Top Advisors from AllianceBernstein’s Head of Private Wealth | File Type: audio/mpeg | Duration: 49:22

Embracing a Growth Mindset: Best Practices for Top Advisors from AllianceBernstein’s Head of Private Wealth

 Building a Business with Intention: The $5B Callan Family Office Recipe for Success | File Type: audio/mpeg | Duration: 58:54

Building a Business with Intention: The $5B Callan Family Office Recipe for Success

 2023’s Most Valuable Insights on Transitions, Independence, and Advisor Growth | File Type: audio/mpeg | Duration: 1:09:09

2023’s Most Valuable Insights on Transitions, Independence, and Advisor Growth

 An Advisor’s Guide to 2024: The Impact of 2023 on the Coming Year | File Type: audio/mpeg | Duration: 48:52

An Advisor’s Guide to 2024: The Impact of 2023 on the Coming Year

 Barron’s Top Advisor and Industry Visionary Steve Lockshin: Lessons from the Life of a Serial Entrepreneur | File Type: audio/mpeg | Duration: 46:35

Barron’s Top Advisor and Industry Visionary Steve Lockshin: Lessons from the Life of a Serial Entrepreneur

 The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business | File Type: audio/mpeg | Duration: 53:25

The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business

 $1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill | File Type: audio/mpeg | Duration: 57:01

$1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill

 Private Equity and the RIA: Two Perspectives on the Value of Growth | File Type: audio/mpeg | Duration: 48:20

Private Equity and the RIA: Two Perspectives on the Value of Growth

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