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The Diamond Podcast for Financial Advisors

Latest episodes

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Jan 23, 2025 • 1h 10min

Focus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution

Michael Nathanson shares his vision for Focus, offering a unique insider’s perspective on the firm’s evolution and differentiators, and how that plays into the future of independence. Plus, he offers thoughts on his own transition to CEO and advice for advisors and business leaders.
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Jan 16, 2025 • 49min

Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients

Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4B in AUM to independence and building the business to $6B, including the motivations to make a change at this stage of his career, how they achieved such extraordinary growth in a short time, and much more.
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Jan 9, 2025 • 32min

The Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great

A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more.
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Dec 26, 2024 • 55min

The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster

In this discussion, Bill Good, a marketing pioneer in wealth management and founder of Bill Good Marketing, teams up with Frantz Widmaier, the company's CEO. They dive into the transformative power of marketing strategies for financial advisors, revealing how impactful content and effective referrals can skyrocket growth. The duo highlights the importance of personalized direct mail and innovative networking. They also emphasize maintaining strong client relationships through thoughtful communication during turbulent times, ensuring financial advisors stay relevant in an ever-evolving industry.
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Dec 19, 2024 • 33min

An Advisor’s Guide to 2025: The Impact of 2024 on the New Year

Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025 including transitions, deals, comp, private equity, the wirehouse recruiting race, and more.
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Dec 12, 2024 • 48min

Building with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond

Mike Quin, a former Market Manager at Wells Fargo, left the wirehouse world to launch DayMark Wealth Partners. Mike offers a candid perspective on his experience and how it motivated him and his team to build an independent firm that is focused on their clients, the strategies behind their extraordinary growth from $1B to $4B, and other valuable lessons for employee advisors and business owners alike.
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Dec 5, 2024 • 44min

No Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets

Steve Brennan, Managing Director and Head of Private Wealth Solutions from one of the leading private markets firms offers a unique perspective on the space, including how democratized access has helped foster growth beyond the wirehouses, the impact on an advisor’s business, innovations and trends, and much more.
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Nov 26, 2024 • 20min

Rapid Reaction: UBS Comp Plan Changes and the Impact on Advisors

Louis Diamond offers a perspective for UBS advisors on the firm’s compensation plan changes announced on November 21. It’s an episode for advisors who are curious about the updates and how they can use this knowledge to make informed decisions.
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Nov 21, 2024 • 38min

How to Set Up Your Business to Maximize Enterprise Value

Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples.
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Nov 14, 2024 • 55min

Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond

Allan Boomer, the CIO of Momentum Advisors, shares his journey from a working-class background to an internship at Merrill and later landing at Goldman. In this episode, he discusses leaving Goldman to gain the ability to act as a true fiduciary in independence, the role of diversity as his “superpower,” his vision for a “100-year business,” his focus on long-term growth, and more.

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