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:
From UBS to Oppenheimer to Independence: A Next Gen Shares his Playbook for 2x+ Growth
Coach to the Advisor Elite: CEG’s John Bowen on What it Really Takes to Build a Blockbuster Business
From Musician to Advisor: $500mm Northwestern Mutual Breakaway Finds Her Voice and a 5x Valuation in True Independence
The Mindset of a Mentor: How a 2x Morgan Stanley Breakaway Built a $3B+ RIA Firm
Industry Update: The 10 Characteristics of the Most Successful Teams
Finding Independence in a Big Firm: Top UBS Team on Their Shift to Wells Fargo Advisors
A Nearly 200-Year-Old Success Story: How Janney Montgomery Scott Built a $135B Firm
Edward Jones Breakaway: From Knocking on Doors (Literally) to Building a $2B Independent Enterprise
Industry Update: If Business is Good, Should You Still Consider a Move?
$1B+ Multi-Generational Merrill Breakaway Team Leaves Behind the Big Brand to Gain “More” for Clients
An Insider’s Perspective of LPL Strategic Wealth Services: A “Modern” Supported Independence Model
Merrill Lifer on Breaking New Ground: The Leap to Independence with LPL Strategic Wealth Services
Rockefeller Revisited: What’s Driving the Success of this 3-Year-Old “Modern” Multi-Family Office?
Industry Legend Ron Carson on What it Really Takes to Build a $20B Enterprise
2021’s 10 Most Valuable Lessons from Advisors and Business Owners