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
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.
Jan 25, 2024 • 49min
Embracing a Growth Mindset: Best Practices for Top Advisors from AllianceBernstein’s Head of Private Wealth
Top firm leader, Onur Erzan discusses how a growth mindset transcends AllianceBernstein’s culture, from its enhanced value proposition to its blend of proprietary and open architecture solutions.
Jan 18, 2024 • 59min
Building a Business with Intention: The $5B Callan Family Office Recipe for Success
Jack Ginter, CEO and Partner of Callan Family Office, discusses how understanding the unique needs of clients and delivering upon those needs are the key to building a world-class advisory business. The 30-year industry veteran shares his journey and offers actionable advice to advisors of all levels.
8 snips
Jan 11, 2024 • 1h 9min
2023’s Most Valuable Insights on Transitions, Independence, and Advisor Growth
A compendium of the best advice from top advisors on eliminating limitations and bureaucracy, fostering growth, maximizing business value, and ensuring your firm is the right place for your clients and business for the long term.
Dec 21, 2023 • 49min
An Advisor’s Guide to 2024: The Impact of 2023 on the Coming Year
A review of the most influential trends that impacted advisors in 2023, plus predictions and actionable guidance for 2024 to help advisors think more strategically and set longer-term goals to grow, protect, and future-proof their businesses.
Dec 14, 2023 • 47min
Barron’s Top Advisor and Industry Visionary Steve Lockshin: Lessons from the Life of a Serial Entrepreneur
The founder of AdvicePeriod, Vanilla, and others, offers a unique perspective on how an advisor’s entrepreneurial DNA can drive their ability to serve clients and grow untethered, particularly in the independent space.
