The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Latest Episodes

Seeing the Future Through the Eyes of the Client: A $770mm UBS Breakaway Story
October 19, 2023

Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence early in their careers, the impact of signing on to the firms retire-in-place program ALFA, their age as a competitive advantage, and much more.

Goldman Custody Platform Trailblazers: $1B Merrill Breakaway Team One Year Later
October 12, 2023

The founders of Beverly Hills Private Wealth discuss their motivations to leave Merrill after building a billion-dollar business, their transition to independence and experience as one of the first RIAs to choose Goldman Sachs Advisor Solutions as their c

An Industry Update on Mega-Moves: How the Ever-Increasing Number of Billion-Dollar Transitions Are Rocking the Industry
October 05, 2023

With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on rec

Orion’s Founder Eric Clarke on How Advisors Can Innovate, Disrupt and Win
September 28, 2023

The outgoing CEO of the wealthtech powerhouse shares his journey from the founding of Orion, the firms growth over the years, and perspectives on the future of wealth management, technology and AI, and much more.

Summit Trail’s Jack Petersen on How Their Blockbuster Break Created a $16B Firm Designed to Serve the Unique Needs of UHNW Clients
September 21, 2023

The Barclays breakaway discusses his 2015 landmark leap with 5 partners, 3 offices, and $3B in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.

Wells Fargo’s Barry Sommers on Transforming the Wealth Management Experience
September 14, 2023

Rare access to one of the top-of-the-food-chain leaders who discusses the direction of Wells, how it compares to its peers, the value to HNW and UHNW clients, a perspective on recruiting and the ideal advisor type, the future of the industry, and much mor

Financial Advisor Economics: From Transition and Beyond
September 07, 2023

In an active recruiting environment, advisors are eager to understand where deals are at and where theyre headed. Beyond a transition deal, how can advisors monetize their business over time thinking about the short-, mid- and long-term whether they

A Bank Advisor’s Breakaway Success Story: From $180mm to $600mm+
August 24, 2023

Evan Mayer started in the bank channel and, over time, came to the realization that he could do more to support his clients and grow the business in the independent model. Evan proved that by growing more than 3x in just 4 years.

The Next Big Thing: Private Equity Disrupting the Landscape for the Best Teams
August 17, 2023

Private equity firms are showing an enhanced interest in wirehouse breakaways, investing directly in these teams on day one. Learn whats driving this new trend, which teams are most appealing, how it will impact movement, and more.

From $80mm to $1B: How Authenticity and Humor Helped to Drive an Ex-Wirehouse Advisor’s Growth
August 10, 2023

Marc Horner discusses how his leap to independence allowed him to think and act more creatively, connect with clients and prospects on a new level, and ultimately grow his business in ways he could not in the wirehouse world.