The Diamond Podcast for Financial Advisors
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.
Latest episodes
Apr 4, 2024 • 54min
Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness
Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey. Learn the motivations and drivers that lead not only to success but to a better quality of life.
Mar 28, 2024 • 51min
Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services
In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items to help advisors get started on a new path to thinking about delivering exactly what clients want.
Mar 21, 2024 • 51min
4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth
What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experiencing.
Mar 14, 2024 • 47min
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
Dan Seivert from ECHELON Partners discusses maximizing value for financial advisors, focusing on key drivers for business valuation and sustainable growth. Topics include M&A trends, private equity influence, building strong partnerships, and transitioning to RIA practices.
Mar 7, 2024 • 41min
An Industry Update on Advisor Transitions and Deals: The 2023 Report
In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.
Feb 29, 2024 • 1h 1min
Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.
Feb 22, 2024 • 33min
Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update
A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not.
Feb 15, 2024 • 58min
The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners
Former President of First Republic Private Wealth Management Bob Thornton talks about the fallout from the banking crisis and his new chapter building an RIA backed by private equity firm Summit Partners.
Feb 8, 2024 • 57min
Trading Short-Term Gain for Long-Term Success: An $850mm UBS Breakaway Story
Former UBS advisor Barry Mitchell discusses why he messed with success in the quintessential narrative for financial advisors around how to think about change, due diligence, the transition process, and more.
Feb 1, 2024 • 56min
Bourbon, Real Estate, and Golf Courses: How Innovations in Investments, Training, and Client Service Built a $9.4B Business
Gary Furukawa and Erik Morgan of Freestone Capital share how their success is driven by creating unique solutions for clients, training their team, and managing investments.
