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:
Ric Edelman on the Future of Your Wealth Management Practice
Innovative Ways the Best Independent Firms Fuel Growth: A Special Industry Update
Driving Organic Growth: Practical Marketing Tips for Advisors from FiComm’s Megan Carpenter
A $6.8B William Blair Advisor on Finding the Benefits of Independence as an Employee
Independent Again: The Founding Partners of $18B+ IEQ Capital on Growth, Culture, and the Luminous Leap
What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective
Growth Through Media and Innovative Solutions: How Ross Gerber’s $2.2B Firm Found a Resounding Voice in Independence
Considering a Move? Here’s What You Need to Know: A Special Industry Update
Questions Every Advisor Should Ask Before Considering a Move: A Special Industry Update
Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value
From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth
From Product-Driven to Client-Driven: An Independent Advisor’s 3x Revenue Growth Story
OCIO Pioneer Jonathan Hirtle on Building a $20B RIA the Organic Way
The Banking Crisis: Its Impact on Advisor Movement and the Wealth Management Landscape—A Special Industry Update
From Insurance Broker Dealer to the RIA World: The Evolution of an Independent Practice