The Diamond Podcast for Financial Advisors
Total duration:
34 h 26 min
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
The Diamond Podcast for Financial Advisors
47:10
An Industry Update on Advisor Transitions and Deals: The 2023 Report
The Diamond Podcast for Financial Advisors
40:58
Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
The Diamond Podcast for Financial Advisors
61:09
Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update
The Diamond Podcast for Financial Advisors
32:34
The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners
The Diamond Podcast for Financial Advisors
58:27
Trading Short-Term Gain for Long-Term Success: An $850mm UBS Breakaway Story
The Diamond Podcast for Financial Advisors
57:29
Bourbon, Real Estate, and Golf Courses: How Innovations in Investments, Training, and Client Service Built a $9.4B Business
The Diamond Podcast for Financial Advisors
55:38
Embracing a Growth Mindset: Best Practices for Top Advisors from AllianceBernstein’s Head of Private Wealth
The Diamond Podcast for Financial Advisors
49:22
Building a Business with Intention: The $5B Callan Family Office Recipe for Success
The Diamond Podcast for Financial Advisors
58:54
2023’s Most Valuable Insights on Transitions, Independence, and Advisor Growth
The Diamond Podcast for Financial Advisors
69:09
An Advisor’s Guide to 2024: The Impact of 2023 on the Coming Year
The Diamond Podcast for Financial Advisors
48:52
Barron’s Top Advisor and Industry Visionary Steve Lockshin: Lessons from the Life of a Serial Entrepreneur
The Diamond Podcast for Financial Advisors
46:35
The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business
The Diamond Podcast for Financial Advisors
53:25
$1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill
The Diamond Podcast for Financial Advisors
57:01
Private Equity and the RIA: Two Perspectives on the Value of Growth
The Diamond Podcast for Financial Advisors
48:20
From Lifer to Leaver: $3B Former UBS Advisor Finds His New Edge
The Diamond Podcast for Financial Advisors
56:43
Embracing the Modern Advisor: An Inside Look at Goldman Sachs Advisor Solutions
The Diamond Podcast for Financial Advisors
44:35
How to Navigate the Emotional Rollercoaster Ride of a Transition: A Special Industry Update
The Diamond Podcast for Financial Advisors
36:29
Seeing the Future Through the Eyes of the Client: A $770mm UBS Breakaway Story
The Diamond Podcast for Financial Advisors
54:00
Goldman Custody Platform Trailblazers: $1B Merrill Breakaway Team One Year Later
The Diamond Podcast for Financial Advisors
58:33
An Industry Update on Mega-Moves: How the Ever-Increasing Number of Billion-Dollar Transitions Are Rocking the Industry
The Diamond Podcast for Financial Advisors
40:55
Orion’s Founder Eric Clarke on How Advisors Can Innovate, Disrupt and Win
The Diamond Podcast for Financial Advisors
60:45
Summit Trail’s Jack Petersen on How Their Blockbuster Break Created a $16B Firm Designed to Serve the Unique Needs of UHNW Clients
The Diamond Podcast for Financial Advisors
60:34
Wells Fargo’s Barry Sommers on Transforming the Wealth Management Experience
The Diamond Podcast for Financial Advisors
57:52
Financial Advisor Economics: From Transition and Beyond
The Diamond Podcast for Financial Advisors
29:44
A Bank Advisor’s Breakaway Success Story: From $180mm to $600mm+
The Diamond Podcast for Financial Advisors
47:41
The Next Big Thing: Private Equity Disrupting the Landscape for the Best Teams
The Diamond Podcast for Financial Advisors
42:53
From $80mm to $1B: How Authenticity and Humor Helped to Drive an Ex-Wirehouse Advisor’s Growth
The Diamond Podcast for Financial Advisors
49:26
The Breakaway Process: A Transition Expert Shares Advice on Going Independent
The Diamond Podcast for Financial Advisors
45:22
A 37-Year Merrill Lifer Shares Why Even Long-Tenured Advisors Can Benefit by Forgoing CTP and Breaking Away
The Diamond Podcast for Financial Advisors
52:05
Ric Edelman on the Future of Your Wealth Management Practice
The Diamond Podcast for Financial Advisors
54:51
Innovative Ways the Best Independent Firms Fuel Growth: A Special Industry Update
The Diamond Podcast for Financial Advisors
37:34
Driving Organic Growth: Practical Marketing Tips for Advisors from FiComm’s Megan Carpenter
The Diamond Podcast for Financial Advisors
57:04
A $6.8B William Blair Advisor on Finding the Benefits of Independence as an Employee
The Diamond Podcast for Financial Advisors
53:33
Independent Again: The Founding Partners of $18B+ IEQ Capital on Growth, Culture, and the Luminous Leap
The Diamond Podcast for Financial Advisors
75:05
What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective
The Diamond Podcast for Financial Advisors
64:39
Growth Through Media and Innovative Solutions: How Ross Gerber’s $2.2B Firm Found a Resounding Voice in Independence
The Diamond Podcast for Financial Advisors
56:49
Considering a Move? Here’s What You Need to Know: A Special Industry Update
The Diamond Podcast for Financial Advisors
41:22
Questions Every Advisor Should Ask Before Considering a Move: A Special Industry Update
The Diamond Podcast for Financial Advisors
38:41
Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value
The Diamond Podcast for Financial Advisors
63:46