A special all-in-one-place, best of the breakaways show featuring curated conversations about the motivations behind the choice to leave the wirehouse world, the risks these breakaways took and the rewards they found waiting on the other side.

What is it that makes elite advisors so successful? Mindy Diamond takes a deep dive into the motivations, mindset and habits of top financial advisors with Matt Oechsli of The Oechsli Institute.

From NASA scientist to Forbes Top Wealth Advisor: Paul Pagnato, CEO Founder of PagnatoKarp, shares his extraordinary breakaway story from financial advisor at Merrill Lynch to launching an independent practice at HighTower Advisors before forming the now

Doug John and Bryn Talkington join Mindy Diamond to discuss their break from UBS, the ability to better serve their ultra-high net worth clients and resulting extraordinary growth as the independent $1.5B RIA firm Requisite Capital Management.

With 30 years under its belt, LPL Financial is undergoing an evolution to what CEO Dan Arnold describes as the next generation independent model. Guests Rich Steinmeier and Marc Cohen share some inside baseball on the independent broker dealer's new dir

Josh Brown, of Ritholtz Wealth Management and voice of The Reformed Broker and CNBC Halftime Report, talks about where the wealth management industry is headed, inorganic growth, equity, the role of authenticity and perseverance, and more.

In this special podcast episode, Vince Fertitta, breakaway Merrill executive who is now President of Sanctuary Wealth, joins the show to discuss Merrill’s recently announced enhanced CTP and what it means for all Merrill advisors going forward.

In this special podcast episode, Vince Fertitta, breakaway Merrill executive who is now President of Sanctuary Wealth, joins the show to discuss the Merrill Lynch enhanced CTP and what it means for all Merrill advisors going forward.

Rich Gill, senior partner of Wealth Partners Capital Group, discusses what makes an attractive acquisition target, what a good deal looks like, how to prepare your firm for acquisition, how long the red hot M&A market will continue and much more.

Rob Nelson, CEO and Founding Partner of NorthRock Partners, talks about his explosive growth after a shift from IBD to RIA, the value of a capital partner, professional athletes as clients as well as team members, and much more.