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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Industry Leaders

Andy Sieg:  A Candid One-on-One  With the Leader of the Merrill Thundering Herd

Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd

The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, in a candid one-on-one interview with Mindy Diamond.

The Most Valuable Advice for Advisors and Business Owners

The Most Valuable Advice for Advisors and Business Owners

An annual digest of the 2022 season’s most ground-breaking commentary for financial advisors and business owners on topics including autonomy, change, clients’ needs, succession, next gens, growth, and much more.

One-on-One with Rudy Adolf: How Focus Financial Partners Revolutionized RIA M&A—and Went Public in the Process

One-on-One with Rudy Adolf: How Focus Financial Partners Revolutionized RIA M&A—and Went Public in the Process

Rudy Adolf describes how the idea of Focus Financial Partners evolved, filling a gap in how independent financial advisors accessed capital, resources and monetized their life’s work, plus the firm’s journey as a public company and more.

A Nearly 200-Year-Old Success Story: How Janney Montgomery Scott Built a $135B Firm

A Nearly 200-Year-Old Success Story: How Janney Montgomery Scott Built a $135B Firm

Jerry Lombard, President of Janney’s Private Client Group talks about the regional firm’s exponential growth over recent years, plus how their unique balance of freedom and flexibility makes the employee model an attractive alternative for advisors.

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.

Industry Legend Ron Carson on What it Really Takes to Build a $20B Enterprise

Industry Legend Ron Carson on What it Really Takes to Build a $20B Enterprise

Ron Carson joins the show to discuss the key drivers behind the rise of the Carson Group, sharing his journey from a Nebraska farm to his tenure with Private Ledger, and on to how he built a nearly $20B independent wealth management enterprise.

Barron’s Hall of Famer and Hightower Trailblazer Richard Saperstein: On Rising from Crisis, Team Building and the Real Value of a Business

Barron’s Hall of Famer and Hightower Trailblazer Richard Saperstein: On Rising from Crisis, Team Building and the Real Value of a Business

Richard Saperstein rose out of the ‘08 financial crisis to build the now $20B+ Treasury Partners. He discusses that journey, his decision to affiliate with Hightower Advisors, plus the firm’s unique business model, the secret to their success and more.

Wall Street Meets Main Street: How RBC Wealth Management Combines a Global Approach with a Regional Feel

Wall Street Meets Main Street: How RBC Wealth Management Combines a Global Approach with a Regional Feel

How did a bank out of Canada rise to the ranks in the US wealth management space? RBC Wealth Management–U.S. President Tom Sagissor shares an insider’s perspective, plus why their “Wall Street meets Main Street” culture is attracting some of the industry’s top advisor talent, and much more.

A Culture of Choice: Why Raymond James Rocks the Regional Space and Advisor Recruiting

A Culture of Choice: Why Raymond James Rocks the Regional Space and Advisor Recruiting

Advisors’ desire for greater agency in serving clients and growing their businesses is driving growth toward regional firms like Raymond James & Associates. Tash Elwyn, President and CEO, discusses how choice is the foundation of the firm’s culture.

Regional Culture, Global Capabilities: Stifel’s $400B Success Story

Regional Culture, Global Capabilities: Stifel’s $400B Success Story

Ron Kruszewski, Chairman and CEO of Stifel Financial Corp., shares how the firm serves as an example of what a regional firm is representative of today, and discusses their extraordinary growth, the appeal of their entrepreneurial culture, and more.

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