The Diamond Podcast for Financial Advisors

By: Mindy Diamond Financial Advisor Recruiter and Consultant
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  • Summary

  • 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.
    ©2024 Diamond Consultants, Inc. All rights reserved.
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Episodes
  • Building with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond

    Building with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond
    Dec 12 2024
    Mike Quin, a former Market Manager at Wells Fargo, left the wirehouse world to launch DayMark Wealth Partners. Mike offers a candid perspective on his experience and how it motivated him and his team to build an independent firm that is focused on their clients, the strategies behind their extraordinary growth from $1B to $4B, and other valuable lessons for employee advisors and business owners alike.
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    48 mins
  • No Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets

    No Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets
    Dec 5 2024
    Steve Brennan, Managing Director and Head of Private Wealth Solutions from one of the leading private markets firms offers a unique perspective on the space, including how democratized access has helped foster growth beyond the wirehouses, the impact on an advisor’s business, innovations and trends, and much more.
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    44 mins
  • Rapid Reaction: UBS Comp Plan Changes and the Impact on Advisors

    Rapid Reaction: UBS Comp Plan Changes and the Impact on Advisors
    Nov 26 2024
    Louis Diamond offers a perspective for UBS advisors on the firm’s compensation plan changes announced on November 21. It’s an episode for advisors who are curious about the updates and how they can use this knowledge to make informed decisions.
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    20 mins

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