The Diamond Podcast for Financial Advisors
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.
Latest episodes
May 25, 2023 • 41min
Considering a Move? Here’s What You Need to Know: A Special Industry Update
What does an advisor need to know when embarking upon due diligence? In the second of this 2-part series, Mindy Diamond and Jason Diamond provide the key steps to a strategic process with focused outcomes.
May 18, 2023 • 39min
Questions Every Advisor Should Ask Before Considering a Move: A Special Industry Update
What is it that advisors need to be aware of before jumping into due diligence? In the first of a 2-part series, Mindy Diamond and Louis Diamond share advice on the threshold questions to ask yourself before taking meetings or calls.
May 11, 2023 • 1h 4min
Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value
CEO Brad Bueermann discusses key aspects of M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value, the future of M&A, and much more.
May 4, 2023 • 60min
From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth
Amir Monsefi describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former RD shares how building their own RIA allowed them the freedom to innovate and remove conflicts.
Apr 27, 2023 • 51min
From Product-Driven to Client-Driven: An Independent Advisor’s 3x Revenue Growth Story
Matt Blocki left the insurance broker dealer world to build independent firm Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.” Hear how he tripled his revenue as a result.
Apr 20, 2023 • 1h 1min
OCIO Pioneer Jonathan Hirtle on Building a $20B RIA the Organic Way
The industry legend shares a glimpse of life back-in-the-day at Goldman Sachs, his early leap to independence, plus his prescription for the incredible organic growth at Hirtle, Callahan & Co., the impact of the OCIO model, and much more.
Apr 13, 2023 • 30min
The Banking Crisis: Its Impact on Advisor Movement and the Wealth Management Landscape—A Special Industry Update
Mindy Diamond and Louis Diamond share perspectives from their unique vantage point on the impact of the banking crisis on advisor movement, their clients, and the wealth management industry at large.
Apr 6, 2023 • 43min
From Insurance Broker Dealer to the RIA World: The Evolution of an Independent Practice
David Pulcini of SixPoint Financial Partners discusses the value of being a student of the industry and how that helped him to pave a new path from insurance broker dealer to independent broker dealer, and ultimately on to hybrid RIA, RFG Advisory.
Mar 30, 2023 • 1h 6min
Building Enterprise Value: A Coach’s Advice for Advisors and Teams
Ray Sclafani of ClientWise discusses the key areas that employee advisors and independent business owners can impact to influence sustainable growth, enhance client relationships, and ultimately build “exit” value.
Mar 23, 2023 • 58min
From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth
Rory O'Hara founder of Ausperity Private Wealth discusses his journey from cold-calling trainee at Merrill, to building a business managing $500mm in client assets, to making the leap to independence as a young team.
