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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Platform Providers

Sanctuary Wealth $25B Later: An Inside Look at the Firm’s 4-Year Growth and What Lies Ahead

Sanctuary Wealth $25B Later: An Inside Look at the Firm’s 4-Year Growth and What Lies Ahead

Jim Dickson, founder and CEO of Sanctuary Wealth, revisits the show as the firm celebrates its 4th anniversary, recapping the early days of Sanctuary, discussing where the firm is today, the growth of supported independence and more.

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.

Creating Continuity: A UBS Breakaway on Building a Virtual Multi-Family Office

Creating Continuity: A UBS Breakaway on Building a Virtual Multi-Family Office

Rich Mullen of $1.75B RIA platform Pallas Capital Advisors shares creative ways he grew the business serving ultra-high net worth clients with a level of continuity that he could not achieve on his own or as an employee of UBS.

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.

How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large

How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large

3 “ex-wirehouse-turned-independent-industry-leaders” in a rare single forum: Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial. They join Mindy Diamond to share an “insider’s view” of the wirehouse world, wealth management, independence, and more.

Advisor as Client: The Raymond James Model of Supported Independence

Advisor as Client: The Raymond James Model of Supported Independence

Jodi Perry, President of RJFS Independent Contractor Division shares insights on the firm’s success, its culture and client-first ethos, and how that resonates with advisors looking for freedom and flexibility plus scaffolding and support.

The Real Story Behind HighTower’s Reinvention with Bob Oros

The Real Story Behind HighTower’s Reinvention with Bob Oros

Industry veteran and CEO of HighTower Bob Oros digs into the evolution of the firm and the landscape at large in this podcast episode. It’s an engaging conversation with a unique perspective on the momentum towards independence and thriving M&A market.

A Model of Supported Independence That Fills the “Fear Gap”

A Model of Supported Independence That Fills the “Fear Gap”

Rob Bartenstein discusses how Kestra Private Wealth Services offers a path to supported independence for advisors who want to go independent but do not want to build an RIA firm themselves.

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.

How This Former Merrill Insider Once Drank the Kool-Aid, Then Set Out to Build a Better Toolbox

How This Former Merrill Insider Once Drank the Kool-Aid, Then Set Out to Build a Better Toolbox

In this podcast episode, Jim Dickson, Founder and President of Sanctuary Wealth Partners, shares the inside track on what it was like to be in a senior role in the wirehouse as bureaucracy was on the rise, and why he left behind his 20-year career to build an independent firm.

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  • From Institutional to Private Wealth: A Former UBS Advisor on Growth, Expansion and Building a $6B Firm
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