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
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.
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.
