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
Dec 22, 2022 • 33min
Industry Update on 2023: 10 Emerging Trends to Put on Your Radar
In an annual review for financial advisors, Mindy Diamond and Louis Diamond look at the past year’s activity and discuss developing trends that are destined to drive change for 2023, including recruiting, deals, M&A, and much more.
Dec 15, 2022 • 1h 1min
The Second Act: Barron’s Top 100 Advisor Shares Her Advice on Scale, Succession and Success
Erin Botsford of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a business, designed for scale, succession, and to be attractive to acquirers.
Dec 8, 2022 • 48min
All in the Family: Former $1.3B Wells Fargo Advisor on Building a Multi-Generational Firm
After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes 3 of his daughters. Larry discusses family, legacy, business ownership, and more.
Dec 1, 2022 • 42min
Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence
Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart, gaining the freedom to communicate and create an exceptional experience for their clients.
Nov 17, 2022 • 55min
Steward Partners Revisited: Jim Gold Offers an Insider’s Perspective on Why Supported Independence is Thriving
Steward Partners CEO and founding partner Jim Gold revisits the series to provide an update on the firm. He discusses their evolution and growth, the Goldman Sachs custodial platform, and more.
Nov 10, 2022 • 1h 5min
Happy Again: How a $440mm Merrill Team Got Their Mojo Back in Independence
Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors with support from TruClarity.
Nov 3, 2022 • 38min
A Special 5th Anniversary Episode: 5 Themes Driving Change in the Wealth Management Industry
A podcast that started 5 years ago exploring independence for financial advisors evolved to offer a wide range of topics and guests from throughout the wealth management industry. This special episode explores the most popular themes.
Oct 27, 2022 • 57min
From Next Gen to CEO: Ex-Wirehouse Advisor on Taking Over the Reins of the Family Business
Mike Durso, CEO of Shorehaven Wealth Partners, discusses his leap from employee to breakaway to leader, how bringing his diverse experience and institutional knowledge to the family business informed the decision to go independent, more.
Oct 20, 2022 • 54min
From Termination to Expungement: A Former $350mm UBS Advisor Finds Success in Independence
Jeff Boudjouk on UBS termination, expungement, and a new life as independent firm Northeast Investment Group.
Oct 13, 2022 • 48min
Preparing for Succession: What Made Selling the Right Path for this $2B Firm
Kevin Myeroff shares how he built a $2B firm, the process of planning for succession and ultimate decision to sell NCA Financial Planners to Sequoia Financial.
