The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Latest Episodes

Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services
March 28, 2024

In a more competitive and commoditized world, its 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 Bowens latest report to identify action

4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth
March 21, 2024

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.

What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
March 14, 2024

Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their businesss value drivers and how to maximize each, even if you arent interested in going independent or selling your business.

An Industry Update on Advisor Transitions and Deals: The 2023 Report
March 07, 2024

In the Advisor Transition Reports companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.

Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
February 29, 2024

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, hes building an enterprise.

Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update
February 22, 2024

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.

The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners
February 15, 2024

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.

Trading Short-Term Gain for Long-Term Success: An $850mm UBS Breakaway Story
February 08, 2024

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.

Bourbon, Real Estate, and Golf Courses: How Innovations in Investments, Training, and Client Service Built a $9.4B Business
February 01, 2024

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.

Embracing a Growth Mindset: Best Practices for Top Advisors from AllianceBernstein’s Head of Private Wealth
January 25, 2024

Top firm leader, Onur Erzan discusses how a growth mindset transcends AllianceBernsteins culture, from its enhanced value proposition to its blend of proprietary and open architecture solutions.