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
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.
Oct 6, 2022 • 45min
Industry Update on M&A: Why Buy? Tips for Those with Their Sights Set on Becoming an Acquirer
When it comes to M&A, there are plenty of independent business owners and wirehouse advisors who have their sights on becoming acquirers, yet it’s an incredibly competitive environment with more buyers than sellers. Here’s how to compete and win.
Sep 29, 2022 • 53min
Creating a Destination for Other Advisors: How a $600mm Breakaway Team Transformed into a $2.8B Business
Todd Resnick and his colleagues were attracted to the idea of building a “destination” for other advisors. He discusses their journey leveraging M&A, capital partners and support services to bring their shared goals to life–demonstrating how vision can drive growth and success.
Sep 22, 2022 • 1h 5min
Private Bankers Find Greater Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset
Kevin McGuire and Sarah Burney, former J.P. Morgan Private Bankers, share their journey in moving their $2B HNW-focused business to Cresset. They discuss garden leave, portability, referrals, and more.
Sep 15, 2022 • 36min
2022 Transition Report: An Update on Advisor Movement in the Wealth Management Industry for H1
10 top trends from Diamond Consultants Transition Report, the first of a bi-annual series of reports for financial advisors. A comprehensive, data-driven exploration of financial advisor movement over a specific timeframe.
