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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Boutique Firms

Private Bankers Find Greater Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset

Private Bankers Find Greater Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset

Kevin McGuire and Sarah Burney, former J.P. Morgan Private Bankers, share their journey in moving their $2B HNW-focused business to Cresset. They discuss garden leave, portability, referrals, and more.

Rockefeller Revisited: What’s Driving the Success of this 3-Year-Old “Modern” Multi-Family Office?

Rockefeller Revisited: What’s Driving the Success of this 3-Year-Old “Modern” Multi-Family Office?

Rockefeller Capital Management has become one of the most sought-after options for advisors looking to deliver concierge-level service to ultra- and high net worth clients. National Field Director Michael Outlaw shares an insider’s perspective.

A Losing Battle at Merrill: Why a Former Leader Left the Herd for Independence–the Value of Culture and the “Intoxicating” Effects of Freedom

A Losing Battle at Merrill: Why a Former Leader Left the Herd for Independence–the Value of Culture and the “Intoxicating” Effects of Freedom

To Greg Franks, the “bankifying” of Merrill, which he served at for nearly 3 decades, was nothing short of “tragic.” The former Merrill leader shares his experience and the story of his own leap to independence to the helm of Snowden Lane Partners.

Why a $5B UBS Breakaway Team Set Out to Build the “Boutique Firm of the Future”

Why a $5B UBS Breakaway Team Set Out to Build the “Boutique Firm of the Future”

Ex-UBS $5B advisors, Rob Sechan and Jeff Kobernick found that servicing their UHNW clients became difficult at the wirehouse and wanted more than other firms offered. So they built RIA NewEdge Wealth with EdgeCo Holdings and other UBS veterans.

A Growth Story 87 Years in the Making: Why Boutique Firm William Blair is an Attractive Home for Top Advisors

A Growth Story 87 Years in the Making: Why Boutique Firm William Blair is an Attractive Home for Top Advisors

Ryan DeVore, of William Blair, joins the show to discuss the success of the boutique model, and talk about the amazing growth of the firm and how it compares to others like First Republic and Rockefeller, and much more.

Disrupting the Landscape: How a $12B+ Multi-Family Office is Making Waves Amongst Advisors and Their Clients

Disrupting the Landscape: How a $12B+ Multi-Family Office is Making Waves Amongst Advisors and Their Clients

Avy Stein, Founder and Co-Chairman of Cresset, talks about how the firm fills a gap in the landscape for advisors who serve high net worth clients, how Cresset compares to firms like Rockefeller, what’s driving recent growth and much more.

Life After Goldman Sachs: A Story of Extraordinary Success

Life After Goldman Sachs: A Story of Extraordinary Success

Justin Berman left Goldman Sachs 10 years ago to build his own independent firm, at a time when such a move was much less common. How did he find the courage to leave the Goldman imprimatur, brave the firm’s 60-day Garden Leave, and build the now $3B Berman Capital Advisors? He explains all this and more with Mindy Diamond in this podcast episode.

Rockefeller Capital Management Demystified

Rockefeller Capital Management Demystified

Industry superstar Greg Fleming at the helm, the Rockefeller name, an extraordinary financial advisor community and leadership dream team makes this firm a home run. COO Chris Dupuy shares some inside baseball on Rockefeller Capital Management.

A Best-of-All-Worlds Model: Full-Service Independence with Equity Upside

A Best-of-All-Worlds Model: Full-Service Independence with Equity Upside

Guest Jim Gold discusses breaking away from the senior leadership ranks at Morgan Stanley to build Steward Partners, a full-service employee-owned quasi-independent model, for advisors who are not interested in building something from scratch. He also shares some exciting news about the growth of the firm.

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