The Diamond Podcast for Financial Advisors
Total duration:
32 h 04 min
The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus
The Diamond Podcast for Financial Advisors
54:01
The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence
The Diamond Podcast for Financial Advisors
38:32
Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency
The Diamond Podcast for Financial Advisors
80:05
“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business
The Diamond Podcast for Financial Advisors
49:13
LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry
The Diamond Podcast for Financial Advisors
13:02
The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story
The Diamond Podcast for Financial Advisors
56:40
The Annual Update on Advisor Transitions and Deals: 2024 Edition
The Diamond Podcast for Financial Advisors
47:21
Crafting the Perfect Employer Value Proposition: The Key to Attracting and Retaining Top Talent
The Diamond Podcast for Financial Advisors
49:18
Up Close with Rich Steinmeier: LPL’s CEO on the Transformation of a $1.8T Company
The Diamond Podcast for Financial Advisors
62:28
Beyond the Broker Dealer: Next Gen Sheds Light on Their Evolution to RIA
The Diamond Podcast for Financial Advisors
54:25
Friends & Fiduciaries: College Roommates Leave Their Series 7s Behind to Build an Independent Business
The Diamond Podcast for Financial Advisors
50:58
The Lifecycle of a Billion Dollar Business: Build at a Broker Dealer, Grow as an RIA, then Sell
The Diamond Podcast for Financial Advisors
50:02
What’s on the Minds of Elite Advisors and Teams? A Special Industry Update
The Diamond Podcast for Financial Advisors
35:30
Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business
The Diamond Podcast for Financial Advisors
53:36
Focus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution
The Diamond Podcast for Financial Advisors
70:09
Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients
The Diamond Podcast for Financial Advisors
48:55
The Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great
The Diamond Podcast for Financial Advisors
31:50
The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster
The Diamond Podcast for Financial Advisors
54:34
An Advisor’s Guide to 2025: The Impact of 2024 on the New Year
The Diamond Podcast for Financial Advisors
32:51
Building with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond
The Diamond Podcast for Financial Advisors
48:15
No Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets
The Diamond Podcast for Financial Advisors
44:04
Rapid Reaction: UBS Comp Plan Changes and the Impact on Advisors
The Diamond Podcast for Financial Advisors
20:01
How to Set Up Your Business to Maximize Enterprise Value
The Diamond Podcast for Financial Advisors
38:12
Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond
The Diamond Podcast for Financial Advisors
54:35
FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience
The Diamond Podcast for Financial Advisors
40:57
Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues
The Diamond Podcast for Financial Advisors
43:42
Getting Unstuck: How to Change “What If” to “What Could Be”
The Diamond Podcast for Financial Advisors
53:40
Monetization vs. Independence: What’s the Best Path? A Special Industry Update
The Diamond Podcast for Financial Advisors
36:49
How Simplicity Leads to Impactful Growth: Carl Richards’ Advice for Advisors
The Diamond Podcast for Financial Advisors
48:29
The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life
The Diamond Podcast for Financial Advisors
55:18
The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years
The Diamond Podcast for Financial Advisors
51:22
Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses
The Diamond Podcast for Financial Advisors
56:20
Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision
The Diamond Podcast for Financial Advisors
31:10
What You Need to Know About Marketing Your Wealth Management Business: Tips from a CMO
The Diamond Podcast for Financial Advisors
45:27
Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B
The Diamond Podcast for Financial Advisors
50:40
The Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence
The Diamond Podcast for Financial Advisors
48:35
Mid-Year Report on Deals, Transitions, and Recruiting
The Diamond Podcast for Financial Advisors
42:59
Democratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space
The Diamond Podcast for Financial Advisors
57:36
Becoming the Clients’ Financial Concierge: $2B UBS Breakaways Set Their Sights on Being Fiduciaries for the Long-Term
The Diamond Podcast for Financial Advisors
66:13
Succession and Liquidity: Key Considerations and Options for Founders and Next Gens
The Diamond Podcast for Financial Advisors
56:29
