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
  • The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years

    The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years
    Sep 26 2024
    Justin Berman shows that change is constant. After leaving Goldman Sachs in 2010 and growing his business from $1B to $5B in 10 years, he sought greater impact. He merged with Cresset Asset Management, boosting revenue from $17M to $27M in just 3 years.
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    51 mins
  • Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses

    Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses
    Sep 19 2024
    Three Merrill breakaways offer unique perspectives on the process of considering change, life outside the wirehouse, and filling the gaps that one might experience when leaving a big brand name behind to become an independent business owner.
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    56 mins
  • Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision

    Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision
    Sep 12 2024
    With Mindy Diamond and Jason Diamond Overview Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives. Listen in... > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode... This multi-faceted episode offers perspective on what advisors can glean from this invaluable resource, why Mindy wrote the book, and what she learned along the way. In seeing a significant gap in information available for financial advisors looking to optimize their businesses, Mindy took on the task of developing a one-of-a-kind book entitled Should I Stay or Should I Go? Mindy’s journey started 30 years ago and culminated in this expansive project: A roadmap designed to help top advisors think critically and objectively about their firms. Drawn from three decades of counseling financial advisors on the choices that impact their business lives, the book offers a self-guided process based on what Diamond Consultants practices with our own advisor-clients. Along with Jason Diamond, Mindy answers questions like: What’s the real value of this book? Why this book and why now? Who is the target audience? Do you need to be considering change to find value in the content? Why would a recruiter share her trade secrets? And much more! Mindy also shares examples and excerpts from the book, along with the type of guidance one could expect to find in it. So be sure to listen in for the inside story. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Should I Stay or Should I Go? The Book for Financial Advisors by Mindy Diamond. Available now! Why Settle for “Good Enough” When Great is Possible? In a vastly expanded industry landscape with more high-quality options than ever before, some advisors settle for “good enough” when the potential for “great” is often within reach. What’s holding them back? Financial Advisors: What’s The Risk Of Staying Put? Many advisors feel that changing firms or models is just too risky. But what they may not realize is that there’s also a risk to staying put. The 7 Unintended Consequences of Staying the Course While it may seem “safer” to stay put, there are risks in doing so that many advisors are unaware of. Top Tips for Setting Your Business Up for Success Years Before a Move A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not. Also available on your favorite podcast app and other media sites Browse other episodes in this podcast series...
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    31 mins
Career Success Leadership Economics Personal Finance
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