The Diamond Podcast for Financial Advisors

R. Scott Bills considered himself a Merrill Lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners.

The co-founder of Gerber Kawasaki weighs in on everything from what it takes to build a $2.2B mega-RIA and the power of freedom in the independent space, on to crypto, digitization, and ETFs, plus Elon Musk and Tesla.

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.

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.

Brad Bueermann, CEO of FP Transitions, shares his journey from a ranch in Oregon to a key player in wealth management. He dives deep into M&A trends, discussing how financial advisory valuations have transformed. The importance of understanding enterprise value is emphasized, along with the crucial role of leadership transitions in successful business mergers. Bueermann also highlights the evolving nature of advisory models and the necessity of collaborative growth in today's competitive landscape. Get ready for valuable insights on maximizing your firm's worth!

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.

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.

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.

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.

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.