The Diamond Podcast for Financial Advisors
Designed for financial advisors like you – who are interested in learning more about the evolving wealth management industry through in-depth dialogues with breakaway advisors, C-suite executives, and industry thought leaders.
Three years after launching Oak Hill Wealth Advisors, Patrick Larkin merged with Cerity Partners, but not because that was the...
LISTENInsights on Transitions, Independence, and Advisor Growth
Launched in 2017 as Mindy Diamond on Independence, the show now explores advisor transitions, growth, and the ever-changing financial landscape through candid conversations with industry leaders. Backed by Diamond Consultants’ mission to help advisors live their best business life, we’ve guided professionals across all channels, transitioning over a quarter-trillion dollars in assets. More than recruiters, we’re business coaches and career sherpas who provide unbiased, no-cost guidance rooted in relationships, not transactions—even if that means advising you to stay put. Note: Guest views are their own and not compensated, nor do they necessarily reflect those of Diamond Consultants.
- All
- Industry Updates
- Build, Grow & Transact
- AI, Tech & Infrastructure
- Boutique & Regional Firms
- Breakaways
- Industry Leaders
- Independent Broker Dealers
- Platform Providers & RIAs
- Wirehouses & Bank Brokerages
- Thought Leaders
- Practice Management & Growth
- Legal, Compliance & Transition Support
Three years after launching Oak Hill Wealth Advisors, Patrick Larkin merged with Cerity Partners, but
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Most firms are adding AI to existing workflows. Ryan Belanger believes the bigger opportunity is
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Louis Diamond and Josh Tomolak unpack today’s IBD vs. RIA decision, explaining how the models
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Growth changes the questions leaders have to answer. Matt Kilgroe explains what happens when building
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From professional golf to a nearly $5B multi-family office, Constantine Hatzivassiliou explains why the best
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As AI makes expertise more accessible, what becomes an advisor’s true advantage? EI expert James
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Many advisors pursue independence for greater control. Jason Fertitta pursued it to build an enterprise.
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Michael Smith shares how a client-first philosophy, niche specialization, and independence helped Emerald Advisors grow
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Most advisory firms grow through effort. The most valuable firms are built through architecture. Dan
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