The Diamond Podcast for Financial Advisors – Détails, épisodes et analyse

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The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

Business
Business
Business

Fréquence : 1 épisode/10j. Total Éps: 300

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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.
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  • 🇺🇸 États-Unis - careers

    28/07/2025
    #68

  • 🇨🇦 Canada - careers

    27/07/2025
    #82

  • 🇺🇸 États-Unis - careers

    27/07/2025
    #58

  • 🇨🇦 Canada - careers

    26/07/2025
    #42

  • 🇺🇸 États-Unis - careers

    26/07/2025
    #58

  • 🇺🇸 États-Unis - careers

    25/07/2025
    #86

  • 🇨🇦 Canada - careers

    24/07/2025
    #77

  • 🇺🇸 États-Unis - careers

    11/07/2025
    #95

  • 🇨🇦 Canada - careers

    10/07/2025
    #54

  • 🇨🇦 Canada - careers

    06/07/2025
    #76
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Score global : 58%

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Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses

Saison 1 · Épisode 276

jeudi 19 septembre 2024 • Durée 56:20

Three Merrill breakaways offer unique perspectives on the process of considering change, life outside the wirehouse, and filling the gaps that one might experience when leaving a big brand name behind to become an independent business owner.

Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision

Saison 1 · Épisode 275

jeudi 12 septembre 2024 • Durée 31:10

Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives.

Sustainable and Scalable Growth: A Leading Coach’s Advice on How to Achieve it

Saison 1 · Épisode 266

jeudi 27 juin 2024 • Durée 47:06

Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. It’s like having a free session on growth with one of the best coaches in the business.

Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View

Saison 1 · Épisode 176

jeudi 4 août 2022 • Durée 01:00:41

Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as Chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.

From Institutional to Private Wealth: A Former UBS Advisor on Growth, Expansion and Building a $6B Firm

Saison 1 · Épisode 175

jeudi 28 juillet 2022 • Durée 52:39

Phil Fiore and his team felt limited at UBS in their ability to grow and customize services for their largely institutional client base. So they launched Procyon Partners, have expanded services and are achieving extraordinary M&A success.

Update on Transitions: Communicating the “Why” of a Move to Your Clients

Saison 1 · Épisode 174

jeudi 21 juillet 2022 • Durée 31:59

A financial advisor’s move should be to improve client service because it’s the clients who drive business growth and value. Here’s how to communicate “what’s in it for them” so they can see the positive impact of the change.

Creating a Referral Engine: An Expert’s Advice on Asking for – and Receiving – the Right Introductions

Saison 1 · Épisode 173

jeudi 14 juillet 2022 • Durée 54:01

Bill Cates has helped financial advisors move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients by accessing the power of referrals. Bill shares his best tips to create your own referral process with Louis Diamond.

Expert Advice for Non-Protocol Moves: What Advisors at Ed Jones and Other Firms Need to Know

Saison 1 · Épisode 172

jeudi 30 juin 2022 • Durée 45:39

While advisors successfully transition out of non-Protocol firms each and every day, doing so comes with added risks. Attorney David Gehn, whose expertise is in representing advisors in transition, shares advice with Jason Diamond.

Investing in Growth: Exploring KKR’s Attraction to $25B+ RIA Beacon Pointe

Saison 1 · Épisode 171

jeudi 23 juin 2022 • Durée 55:13

What does it take to garner the attention of one of the leading private equity firms in the world? Beacon Pointe’s President Matt Cooper and Sasank Chary, Managing Director of KKR, answer that question and more.

The Growth Puzzle: UBS Breakaway Team Shares Their Path to 2x Growth in Year One

Saison 1 · Épisode 170

jeudi 16 juin 2022 • Durée 52:33

UBS breakaways John Klaas, Jr. and David Millington share their journey to launching independent firm Puzzle Wealth Solutions with Gladstone Wealth Partners and resulting growth to $2B in assets year one.

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