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
Sep 8, 2022 • 1h 10min
One-on-One with Rudy Adolf: How Focus Financial Partners Revolutionized RIA M&A—and Went Public in the Process
Rudy Adolf describes how the idea of Focus Financial Partners evolved, filling a gap in how independent financial advisors accessed capital, resources and monetized their life’s work, plus the firm’s journey as a public company and more.
4 snips
Aug 25, 2022 • 46min
Industry Update: How to Maximize Your Career Enterprise Value
Advisors invest their time, energy, and talents in serving clients and fostering business growth. Ultimately, they are creating career enterprise value. Here’s how to maximize that value.
Aug 18, 2022 • 45min
How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis
Matthew Jarvis rose from near bankruptcy to running a profitable independent financial advisory practice. He shares his story plus key teachings on extreme accountability and delivering massive value to clients.
Aug 11, 2022 • 35min
Industry Update: Should You Consider a Move When Markets are Turbulent?
It’s common for financial advisors to share that they are uncomfortable thinking about a move when the markets are unsettled. But how does an advisor know if now is the right time to consider change? Learn that and more.
Aug 4, 2022 • 1h 1min
Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as Chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.
Jul 28, 2022 • 53min
From Institutional to Private Wealth: A Former UBS Advisor on Growth, Expansion and Building a $6B Firm
Phil Fiore and his team felt limited at UBS in their ability to grow and customize services for their largely institutional client base. So they launched Procyon Partners, have expanded services and are achieving extraordinary M&A success.
Jul 21, 2022 • 32min
Update on Transitions: Communicating the “Why” of a Move to Your Clients
A financial advisor’s move should be to improve client service because it’s the clients who drive business growth and value. Here’s how to communicate “what’s in it for them” so they can see the positive impact of the change.
Jul 14, 2022 • 54min
Creating a Referral Engine: An Expert’s Advice on Asking for – and Receiving – the Right Introductions
Bill Cates has helped financial advisors move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients by accessing the power of referrals. Bill shares his best tips to create your own referral process with Louis Diamond.
Jun 30, 2022 • 46min
Expert Advice for Non-Protocol Moves: What Advisors at Ed Jones and Other Firms Need to Know
While advisors successfully transition out of non-Protocol firms each and every day, doing so comes with added risks. Attorney David Gehn, whose expertise is in representing advisors in transition, shares advice with Jason Diamond.
Jun 23, 2022 • 55min
Investing in Growth: Exploring KKR’s Attraction to $25B+ RIA Beacon Pointe
What does it take to garner the attention of one of the leading private equity firms in the world? Beacon Pointe’s President Matt Cooper and Sasank Chary, Managing Director of KKR, answer that question and more.
