
À propos de ce podcast
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
300 épisodes · Carrières
The Diamond Podcast for Financial Advisors
À propos de ce podcast
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
Épisodes récents
- The Wirehouse Talent Battle: Winners, Losers and What’s Changing8 oct. · 45 min
- The Modern Family Office: Cresset’s CEO & Head of AI on Building for the Future1 oct. · 53 min
- Build, Grow & Transact: David Bahnsen on Building a $10.5B Business Worth Selling24 sept. · 58 min
- Unleashing Potential: Why Capacity is an Advisor’s Biggest Competitive Advantage17 sept. · 49 min
- Why So Many Successful Advisors Feel Stuck – Best of Replay10 sept. · 47 min
- Build, Grow & Transact: Making the Leap from Northwestern Mutual to a $20B Enterprise3 sept. · 57 min
- Vanguard Acquires Altruist: What It Means for Advisors and the Industry27 août · 25 min
- Growth Without Compromise: Building Around the Advisor Experience20 août · 54 min
- Build, Grow & Transact: From Breakaway to Transaction in 3 Years13 août · 48 min
- Why AI Matters Now: How a $1.5B RIA is Building the Firm of the Future6 août · 48 min