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
Apr 2, 2020 • 44min
The Real Impact of the Crisis on Valuations and the Independent Space as a Whole
Matt Crow, President of Mercer Capital, a leading authority on firm valuations in the wealth management space, shares his perspective on the future of valuations, M&A and potential changes in the RIA space as a result of the COVID-19 crisis.
Mar 26, 2020 • 41min
A Lawyer’s Advice on How to Protect Your Business Now and Into the Future
Attorney David Gehn, of NY law firm Ellenoff, Grossman & Schole, LLP, shares actionable advice for advisors including how to avoid risk, manage transitions and renegotiate promissory notes/ EFLs, plus challenges RIAs are facing and relief programs available.
Mar 20, 2020 • 51min
How to Add Value at a Time When it’s Needed Most
How can advisors better communicate with clients and prospects in a way that is authentic, meaningful and adds value - especially in times of crisis? Bob Burg, the co-author of The Go-Giver book series, shares that and more in this special episode.
Mar 13, 2020 • 6min
On Weathering the Storm
In trying to determine how best to manage a business and add value through these turbulent times, Mindy Diamond found these 10 ways to refocus energy and attention helpful in moving forward on a more positive path.
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.
