This podcast is 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.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
At Diamond Consultants, our mission is to help financial advisors live their best business life. We guide elite advisors in search of the right place for their business and their clients, whether it’s at a wirehouse, regional, boutique, or independent firm. We’ve transitioned more than a quarter of a trillion dollars in assets under management in the past decade.
But we’re far more than just recruiters. We’re future-proofers, business coaches, and career sherpas who meet advisors where they are, years before they’re ready to move. We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and create a personal roadmap of options they might never have considered otherwise.
And unlike most recruiters, our business is built on relationships, not transactions. Making a move is a big deal and we would never sell you into a move. We offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are.
NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update
A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not. Listen…
The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners
There was a time when First Republic Private Wealth Management was a top landing spot for corner office wirehouse teams. Then, the bottom fell out with the regional banking crisis. The former unit president, Bob Thornton, joins the show to discuss the fallout and his new chapter building an RIA backed by private equity firm Summit Partners. Listen…
Trading Short-Term Gain for Long-Term Success: An $850mm UBS Breakaway Story
Former UBS advisor Barry Mitchell discusses why he messed with success in the quintessential narrative for financial advisors around how to think about change, due diligence, the transition process, and more. Listen…
2023’s Most Valuable Insights on Transitions, Independence, and Advisor Growth
A compendium of the best advice from top advisors on eliminating limitations and bureaucracy, fostering growth, maximizing business value, and ensuring your firm is the right place for your clients and business for the long term. Listen…