The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
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.
Episodes
Mentioned books
Feb 16, 2023 • 53min
Zero to $1B: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint
Shane Morrow discusses leaving the insurance-based independent broker dealer with a team of experienced partners and how their new firm IronBridge Wealth Counsel has thrived with SagePoint Financial, an IBD under the Advisor Group umbrella.
Feb 9, 2023 • 59min
From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice
Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first with Hightower and 5 years later launching an RIA.
Feb 2, 2023 • 51min
Finding Your Unfair Advantage: David Canter on Bluespring, M&A, RIAs, and more
The new president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective on M&A, independence, business ownership, and more.
Jan 26, 2023 • 54min
Everything You Need to Know About Independence: An Industry Update
A quick yet thorough education for advisors on the independent space answering the questions that many of our advisor-clients ask us during due diligence.
Jan 19, 2023 • 1h 17min
Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd
The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, in a candid one-on-one interview with Mindy Diamond.
Jan 12, 2023 • 1h 2min
The Most Valuable Advice for Advisors and Business Owners
An annual digest of the 2022 season’s most ground-breaking commentary for financial advisors and business owners on topics including autonomy, change, clients’ needs, succession, next gens, growth, and much more.
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.
