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
Mar 5, 2020 • 10min
Industry Update: Are the Wirehouses Getting Ready to Give Independence a Run for the Money this Year?
Wirehouse recruiting seems to be on the upswing, exemplified by recent high-profile hires and deals like Morgan Stanley’s acquisition of E*Trade. Are the wirehouses ready to compete in the recruiting wars? Mindy Diamond explores the battle for talent.
Feb 27, 2020 • 47min
Brian Hamburger Talks Trends, Options and Opportunity—and What Advisors Need to Consider Before Making the Leap
The Founder of Hamburger Law Firm and MarketCounsel shares his legal and business expertise on what financial advisors need to know about a leap to independence, post-Protocol moves, M&A, technology and the leveling of the playing field.
Feb 20, 2020 • 9min
Industry Update: The Bull Market for Advisors, Where They’re Moving to and Why
In this segment of Industry Update for Financial Advisors, Mindy Diamond takes a look at where advisors are going, how movement is fueling the landscape’s evolution, and what’s serving as a “barometer” of change for the industry at large.
Feb 13, 2020 • 40min
Advisor as Client: The Raymond James Model of Supported Independence
Jodi Perry, President of RJFS Independent Contractor Division shares insights on the firm’s success, its culture and client-first ethos, and how that resonates with advisors looking for freedom and flexibility plus scaffolding and support.
Feb 6, 2020 • 10min
Industry Update: On Clashes, Sleeping Giants, and the Handwriting on the Wall
A new bi-weekly podcast segment that takes a look beyond independence into what’s going on in the wealth management world at large. 10-minutes on 3 key things happening now and the impact on how financial advisors serve their clients and grow their businesses.
Jan 30, 2020 • 44min
Joe Duran on What Advisors Need to Know to Succeed in an Evolved Client-Centric World
Joe Duran, the founder/CEO of United Capital, now a Goldman Sachs company, gets candid about the firm’s sale, his perspective on independence, clients, technology and M&A, plus the “logical evolution” for advisors and their businesses, and much more.
Jan 16, 2020 • 60min
The 10 Most Valuable Insights from Breakaway Advisors
A special all-in-one-place, “best of the breakaways” show featuring curated conversations about the motivations behind the choice to leave the wirehouse world, the risks these breakaways took and the rewards they found waiting on the other side.
Dec 16, 2019 • 51min
What are Top Advisors Doing Differently?
What is it that makes elite advisors so successful? Mindy Diamond takes a deep dive into the motivations, mindset and habits of top financial advisors with Matt Oechsli of The Oechsli Institute.
Dec 9, 2019 • 60min
How “Transparency” Propelled Growth from $1 to $4 Billion in 8 Years
From NASA scientist to Forbes Top Wealth Advisor: Paul Pagnato, CEO Founder of PagnatoKarp, shares his extraordinary breakaway story from financial advisor at Merrill Lynch to launching an independent practice at HighTower Advisors before forming the now $4B fee-only RIA firm.
Dec 3, 2019 • 50min
How This UBS Breakaway Team Increased Their Client Base by 50%
Doug John and Bryn Talkington join Mindy Diamond to discuss their break from UBS, the ability to better serve their ultra-high net worth clients and resulting extraordinary growth as the independent $1.5B RIA firm Requisite Capital Management.
