The Diamond Podcast for Financial Advisors
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Latest Episodes
Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B
The affiliation channel slide has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted
The Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence
Industry coach John Bowen demonstrates how building and fostering the development of your Dream Team can be the game changer your business is waiting for. Its an episode that serves as a free coaching session with actionable advice for employee advisor
Mid-Year Report on Deals, Transitions, and Recruiting
Using the Diamond Consultants trademark data-driven analysis and insights on recruiting and deals, Louis and Jason Diamond share a state of the recruiting industry report for the first half of 2024, with perspectives on what to expect for the rest of th
Democratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space
Matt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for
Becoming the Clients’ Financial Concierge: $2B UBS Breakaways Set Their Sights on Being Fiduciaries for the Long-Term
The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary, the responsibility to a client and advisors business on serving an expanding list of client needs, taking a lon
Succession and Liquidity: Key Considerations and Options for Founders and Next Gens
Succession and monetization are hot topics for advisors in every model. LPL Financials Liquidity and Succession program representatives discuss what advisors, independent business owners, and next gens need to consider as they grow their businesses and e
Playing the Long Game: Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm
Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging what if feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his busines
Sustainable and Scalable Growth: A Leading Coach’s Advice on How to Achieve it
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. Its like having a free session on growth with one of the best coaches in the business.
Build, Grow, and Scale: How a Young Bank Brokerage Team is Achieving Their Goals in Independence
Dustin Cali and Daniel Ventura of Praetego Private Wealth broke away to: Build a business designed for the future, poised for growth and scale, with the freedom to serve clients unique needs.
Buying, Selling, or Transitioning Your Business: An Attorney’s Advice
Expert industry attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move, plus how to prepare your business for change,