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

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.

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.

Industry Guru Bob Veres on Achieving Excellence and Building the Advisory Firm of the Future

Industry Guru Bob Veres on Achieving Excellence and Building the Advisory Firm of the Future

Few in the financial services media that have the experience and name recognition of Bob Veres—and less are as outspoken. He candidly discusses the advisory firm of the future, growth, client service, technology, and the role of financial advisors.

Ask the Breakaways: 3 Advisors Answer Your Questions About Making the Leap

Ask the Breakaways: 3 Advisors Answer Your Questions About Making the Leap

Special Episode: A panel of 3 breakaway advisors share the details of their journeys—Lori Siegel, founding partner, Centrix Wealth Partners; Michael Henley, founder & CEO, Brandywine Oak Private Wealth; and Terry Cook, CEO, Parcion Private Wealth.

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Recent News & Articles

  • Industry Update: Should You Consider a Move When Markets are Turbulent?
  • Should FAs Be Tested for Cognitive Decline?
  • The Path to Independence: 6 Key Elements to Consider Before Starting Your Journey
  • Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
  • UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
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