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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Podcast for Financial Advisors: Mindy Diamond on Independence

A podcast for financial advisors exploring independence and other options in an expanded landscape

Podcast for Financial Advisors Mindy Diamond On Independence for Financial AdvisorsAs a nationally recognized recruiter and consultant to financial advisors, Mindy Diamond has unmatched experience in introducing advisors to the independent space, an option that has greatly expanded yet remains somewhat of a mystery to many advisors. Her goal in this series is to dispel some myths, share some facts and to help advisors get better educated on the model without any concern over confidentiality or obligation.

While independence offers a great deal of freedom and flexibility, it’s not for everyone. Diamond explores the options available in the space, helping advisors to assess if it’s right for them. She offers comparisons between different types of independent models from Independent Broker Dealers (IBDs) to Registered Investment Advisors (RIAs) and Hybrid RIAs. Episodes also include conversations with industry leaders and breakaway advisors who left the captive employee world for one where they could grow their advisory business in a way that aligned with their own goals. Be sure to subscribe and stay up to date.

The Latest Episodes...

Michael Kitces

Michael Kitces on Everything Financial Advisors Need to Know About Growth

Much has changed since our last conversation with Michael. In this episode, he shares the story of his transition to Buckingham Strategic Wealth (right when the pandemic shut the world down and the market tanked), and weighs in on the changes this industry experienced in the past year and the impact on advisors and their businesses, sharing key takeaways on growth, strategic vision, scale, acquisitions, marketing and much more. play Listen…

6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”

While comfortable at UBS a decade ago, Ahmie Baum started to see things differently when his son Brian joined the business. It made the wirehouse veteran reevaluate everything. With $420mm under management, Ahmie felt confident in their growth and gained a new sense of courage to do it all over again. And so he did. He shares his journey to independence 6 months later. play Listen…

Ahmie Baum UBS Breakaway
Bob Thornton First Republic

A Rare Glimpse into the Culture, Cachet and Success of First Republic

First Republic Private Wealth Management grew from $14.5B in AUM to more than $190B in the past decade. In this exclusive interview, PWM President Bob Thornton joins the show to discuss what’s driving their remarkable success and drawing top advisors—including the synergy with the bank, a strong referral mechanism, their unique entrepreneurial and community-oriented culture, and more. play Listen…

Preparing for Exploration: 10 Practical Tips to Conduct a Strategic Due Diligence Process

In a wealth management landscape with more options for financial advisors than ever before, the need for a “strategic” due diligence process has become imperative. Mindy Diamond and Louis Diamond present 10 tips to guide the exploration journey—plus share a downloadable tips worksheet. play Listen…

Mindy Diamond Louis Diamond Podcast
Tom Lewis Attorney for Financial Advisors

Transitions, Retire-in-Place Programs and Termination: A Top Attorney’s Perspective

Changing firms or models is a complex process. And even the thought of doing so often brings advisors to their knees with concerns over everything from portability to Protocol—and all that lies in between. Attorney Tom Lewis of Stevens & Lee explains how to navigate these concerns, plus shares advice on navigating transition, avoiding termination, and what you need to know before signing a binding retire-in-place agreement with your firm. play Listen…

Beyond the Numbers: Key Insights from the Fidelity Advisor Movement Study

The conversation around “increased advisor movement” may seem anecdotal at times, yet it’s anything but. Scott Gorham, from Fidelity Institutional, and Louis Diamond explore key results from the Fidelity 2020 Advisor Movement Study. They break down the data most relevant to advisors including, drivers of movement, top winners of talent, the impact of the pandemic, common concerns amongst advisors considering change and more. play Listen…

Scott Gorham Fidelity 2020 Advisor Movement Study
John Peluso First Clearing

Advisor Choice: How Models Like Wells Fargo’s First Clearing Offer Optionality and Flexibility

Multi-channel models have become one of the hottest options in recent years, giving advisors a path from employee to independence without ever changing firms. One such example is offered by Wells Fargo Advisors and its affiliated clearing and custody service provider First Clearing. In this episode, John Peluso talks about the benefits of the model and its impact on the industry at-large, how advisor mindset is driving innovation, challenges and trends, and much more. play Listen…

Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change

Advisors who are considering a change of firms or models often have a lot of questions—and they should. Because the reality is no decision this big should be made without digging deep and looking closely at how one’s goals align with that of either their current firm or another firm or model they might be thinking about. This episode tackles the 10 questions we get most frequently from advisors—and dispels some of the myths and misperceptions that often stop them from realizing their true potential. play Listen…

Mindy Diamond Louis Diamond Podcast FAQs for Advisors
Jeff Thomas Morgan Stanley Breakaway

In Pursuit of Purpose: The Story of a Billion-Dollar Breakaway Turned Fee-Only Independent Entrepreneur

After building a $1B business at Morgan Stanley, Jeff Thomas and his team found they could only pursue the vision of “doing more and better” for clients by launching an RIA firm. So they left 75% of their assets behind to form Archetype Wealth Partners. He shares how they found greater success when they put purpose first, why they went fee-only right out of the gate, how they grew so quickly, and much more. play Listen…

Why Some Firms Are “Outperformers”—An Exclusive Deep Dive into the 2020 Schwab RIA Benchmarking Study

In an industry driven by numbers, there’s an unquenchable interest in data and KPIs. Yet it’s the analysis that often has the greatest significance, as we find in this exploration of the 2020 Schwab RIA Benchmarking Study with Lisa Salvi of Schwab Advisor Services. While the study offers a view key trends, it also reveals the drivers and “habits” of the “outperformers” – those firms with the highest levels of assets and revenue. It’s an exclusive level of information and access for our listeners—a degree of which is typically shared only in part or amongst Schwab advisors. play Listen…

Lisa Salvi Schwab Benchmarking Study
Mindy Diamond - Louis Diamond Succession

Industry Update: 7 Real-World Lessons We Learned on Succession Planning

The real intent of succession planning is to “future-proof” the business—by developing a strategic guide that builds upon the leader’s vision with a focus on sustainable scale and continual growth for the future of the firm. In this episode, Mindy and Louis Diamond share their succession planning journey, plus the art of “co-leadership,” choosing a successor, lessons learned along the way and more. play Listen…

From Intern to CEO: How an Accidental Entrepreneur Built a $50B+ RIA Empire

How did Buckingham Wealth Partners become a $50B+ mega-RIA? CEO Adam Birenbaum shares his M&A strategy, the role of an investment partner, plus advice for prospective breakaways and independent advisors, dealmaking red flags and much more in this interview with Louis Diamond. play Listen…

Adam Birenbaum Buckingham Wealth Partners
Mindy Diamond on Independence Podcast

The Best of 2020: Top Advice from 10 Independent Business Owners

Advice from the top 10 independent advisors featured on our show in 2020—a special episode representing the 100th in this podcast series for financial advisors. It’s a concise download of their experiences: why they made the leap, what they found on the other side, what they might have done differently…and everything in between. Listen in to candid conversations that share a wide view of independence from those who are living it, ultimately answering the threshold question: Why independence? play Listen…

Browse the entire series…

Featured Industry Updates: The quick download that takes a broader look at what’s going on in the wealth management world and the impact on an advisor’s business.

7 Real-World Lessons We Learned on Succession Planning

The real intent of succession planning is to “future-proof” the business—by developing a strategic guide that builds upon the leader’s vision with a focus on sustainable scale and continual growth for the future of the firm. In this episode, Mindy and Louis Diamond share their succession planning journey, plus the art of “co-leadership,” choosing a successor, lessons learned along the way, and more. play Listen…

10 Ways That 2020 Will Reshape Wealth Management in 2021

With the end of 2020 in sight, Mindy Diamond takes her annual look back at the year no one could have ever predicted. In this episode, she shares that despite the pandemic and the disruption to everyone’s lives, there was plenty of good news for the wealth management industry—most notably that many advisors say it was their best year ever and advisor movement is on course to break a decade-old record. Mindy explores this phenomenon and reveals 10 emerging trends for 2021 destined to reshape the industry for financial advisors and firms. play Listen…

Why Rockefeller, First Republic and Other Boutique Firms Are Attracting So Many Top Advisors

In the 3rd of a 3-part series on the landscape of the wealth management industry, Mindy explores today’s boutique firms—an independent-like model where advisors have the control and freedom that come with independence but work under a W-2 construct—focusing on the top 2 firms in particular: Rockefeller Capital Management and First Republic Wealth Management. play Listen…

A Deep Dive into the Wirehouses and Regional Firms

Mindy Diamond explores the defining characteristics of wirehouse and regional firms, and looks at how they’ve changed in recent years, and where they stand on recruiting and deals. It’s deeper dive into the ever-changing landscape of the wealth management industry. play Listen…

What the Wealth Management Landscape Looks Like Today

The ever-expanding wealth management landscape represents a waterfall of possibilities for every advisor. In this episode, Mindy Diamond takes a close look at the current landscape, outlining the “continuum” of models—comparing and contrasting the features and benefits of each. play Listen…

A Big Picture Look at the State of Recruiting

In this 10-minute update, Mindy Diamond explores the recent uptick in financial advisor recruiting activity and answers the questions we’re hearing most often from advisors. Plus, she shares the threshold question advisors need to ask themselves when considering change. play Listen…

Browse the entire Industry Update series…

Featured Interviews

The Real Impact of the Crisis on Valuations and the Independent Space as a Whole

Matt Crow, President of Mercer Capital, a leading authority on firm valuations in the wealth management space, shares his perspective on the future of valuations, M&A and potential changes in the RIA space as a result of the COVID-19 crisis.

LISTEN
Part 1 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal

Mark Sear and David Hou, Managing Partners of Evoke Advisors, talk about their 2008 breakaway from Merrill Lynch to form RIA Luminous Capital, why they chose to sell Luminous to First Republic, their decision to leave First Republic for independence again, and much more in part 1 of a 2-part podcast episode.

LISTEN
Life After Goldman Sachs: A Story of Extraordinary Success

Justin Berman left Goldman Sachs 10 years ago to build his own independent firm, at a time when such a move was much less common. How did he find the courage to leave the Goldman imprimatur, brave the firm’s 60-day Garden Leave, and build the now $3B Berman Capital Advisors? He explains all this and more with Mindy Diamond in this podcast episode.

LISTEN
Learn About Independence for Financial Advisors

The Complete Series

Independence: How did we get here, and where are we going?

How to Determine if You’ve Got the “Right Stuff” for Independence

Exploring the Independent Broker Dealer Model

The RIA Space: Freedom and Flexibility Maximized

A View from the Top: An Interview—with Breakaway Broker Matt Celenza, Boulevard Family Wealth

Fact vs. Fiction: The True Realities of Independence for Financial Advisors

Show Me the Money: How Independent Advisors Monetize in the Short-Term

SPECIAL EPISODE: What Non-Protocol Status Means for Those Considering Independence—with Sharron Ash from Hamburger Law Firm

The Bigger Picture: How to Monetize Your Life’s Work in the Long-Term —with Louis Diamond

Dollars and Sense: How a Move to Independence Really Adds Up

Quasi-Independence: The Sophisticated Independent Model that Offers the Best of All Worlds

A Multi-Generational Indy Breakaway Story—with Jason Cort, Quadrant Private Wealth

Why Do Independent Advisors Grow Faster Than Their Wirehouse Counterparts?

Breakaway Advisor Builds Her Own Firm, and Wealth Follows—with Dorie Fain, &Wealth

What It Really Takes to Build an RIA Firm—with Matt Sonnen, PFI Advisors

The Independent Advisor’s Legacy: Planning for the End Game—with Nathan Bachrach, Simply Money Advisors

Independent But Not Alone

Building Your Business Today as if You’re Selling it Tomorrow

Beyond the Risk: What’s Driving Non-Protocol Advisors to Independence?

The Choreography of a Move to Independence—with Tim Oden from Schwab Advisor Services

Your Best Business Life: A 10-Point Exercise for Advisors

What’s driving the momentum towards independence – and will it continue?—with Shirl Penney, Dynasty Financial Partners

How a Legacy Merrill Team Experienced 600% Growth in 10 Years—with Special Guests Bill Loftus of Coastal Bridge Advisors and Mark DuPont of Focus Financial Partners

Mindset, Motivation and Momentum: What’s really driving all the movement—with David Canter, Head of Fidelity’s RIA Segment 

Push vs. Pull: Understanding – and Responding to – the Key Drivers Behind a Move to Independence

How This Former Merrill Insider Once Drank the Kool-Aid, Then Set Out to Build a Better Toolbox—with Jim Dickson, Founder and President of Sanctuary Wealth Partners

The Path to Independence in Two Steps or One—with Alex Goss of Goss Advisors

$300mm To $800mm In Just 8 Years—with UBS Breakaway Gil Baumgarten

The Rewards and Risks of Independence—with Mark Tibergien, CEO of BNY Mellon’s Pershing Advisor Solutions

An Investment Banker’s Perspective on Building a Firm for Maximum Value—with Liz Nesvold of Silver Lane Advisors

Going Independent With $100 Million in Assets Under Management—with Brett Oley of Oley Kinser Concierge Wealth

The Year in Review: The 10 Most Valuable Insights on Independence—a Wealth Management Industry All-Star Recap

A Diehard Merrill Advisor’s Journey to Independence—with Michael Henley of Brandywine Oak Private Wealth and Louis Diamond of Diamond Consultants

An Attorney’s Advice on Navigating Transition—with David Gehn, Head of the Litigation Department at Ellenoff Grossman & Schole

Independence for Advisors with an Offshore Client Base—with Merrill Lynch Breakaway Lisa van Walleghem, CEO and Founder of MAXIMAI Investment Partners

A Best-of-All-Worlds Model: Full-Service Independence with Equity Upside—with Jim Gold, CEO and Founding Partner of Steward Partners

Rockefeller Capital Management Demystified—with Chris Dupuy, Managing Director and Chief Operating Officer

A Model of Supported Independence That Fills the “Fear Gap”— with Rob Bartenstein, CEO of Kestra Private Wealth Services

The Top 7 Turnkey Models that are Rocking the Independent Landscape—with Louis Diamond

4x Growth in 3 Years: A Regional Breakaway Success Story—with Chip Munn, Managing Partner at Signature Wealth Strategies

7 Things Advisors Need to Know About Succession Planning—with Louis Diamond

How this $2.5 Billion Team Saw Past the Handcuffs of Deferred Compensation—with Margaret Dechant, CEO and Founding Partner of 6 Meridian

Freedom from the Big Brand: Unencumbered Growth for an $800mm Team—with Steve Schwarzbach, Founder and Managing Partner of Icon Wealth Partners

Exploring the Independent Broker Dealer Space—with Andrew Daniels of Commonwealth Financial Network

Gaining the Technical Edge in Independence—with Eric Poirier, CEO of Addepar 

Michael Kitces on How to Differentiate and Grow in a Competitive Environment

Technology’s Role in Building a Firm for Maximum Value—Part 2 of a conversation with Eric Poirier, CEO of Addepar

The Real Story Behind HighTower’s Reinvention—with Bob Oros

3X Growth: How a Pivot from IBD to RIA Turned into a Nearly $4 Billion Slam-Dunk—with Rob Nelson, CEO and founding partner of NorthRock Partners

How to Become an Attractive Buyer or Seller in a Hot M&A Market—with Rich Gill of Wealth Partners Capital Group

SPECIAL EPISODE: An Update on Merrill Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients—with Vince Fertitta, Merrill breakaway executive, now President of Sanctuary Wealth

5 Things Josh Brown’s Firm Does Differently—And How it Resulted in Over 100X Growth in 6 Years

LPL Reinvented: Going Beyond the Traditional Broker Dealer Model—with Rich Steinmeier and Marc Cohen

How This UBS Breakaway Team Increased Their Client Base By 50%—with Bryn Talkington and Doug John of Requisite Capital Management

How “Transparency” Propelled Growth from $1B to $4B in 8 Years—with Paul Pagnato of PagnatoKarp

What are Top Advisors Doing Differently—with Matt Oechsli of the Oechsli Institute

The 10 Most Valuable Insights from Breakaway Advisors—the top words of wisdom from those who shared their journeys to independence during year 2 of this series.

What Advisors Need to Know to Succeed in a Highly Evolved Client-Centric World—with Joe Duran of United Capital, now a Goldman Sachs company

Industry Update: On Clashes, Sleeping Giants, and the Handwriting on the Wall

Advisor as Client: the Raymond James Model of Supported Independence—with Jodi Perry, President of Raymond James Financial Services, Independent Contractor Division

Industry Update: The Bull Market for Advisors, Where They’re Moving to and Why

Trends, Options and Opportunity—and What Advisors Need to Consider Before Making the Leap—with Brian Hamburger of Hamburger Law Firm and MarketCounsel

Industry Update: Are the Wirehouses Getting Ready to Give Independence a Run for the Money this Year?

Special Episode: Mindy Diamond on Weathering the Storm

How to Add Value at a Time When it’s Needed Most—with the co-author of The Go-Giver series Bob Burg

A Lawyer’s Advice on How to Protect Your Business Now and Into the Future—with Attorney David Gehn

The Real Impact of the Crisis on Valuations and the Independent Space as a Whole—with Matt Crow of Mercer Capital

How the Freedom to Communicate During a Crisis and Beyond Translated to 4x Growth for this ex-Morgan Stanley Team—with David Bahnsen of The Bahnsen Group

The Real Truth About Business Ownership from a $600M Ex-Morgan Stanley Advisor—with Lee Korn of Opal Wealth Advisors

The Post-Crisis World for Financial Advisors: 10 Predictions from Mindy Diamond

How this Wells Fargo Breakaway is Thriving During the COVID-19 Crisis—with Joe Eschleman of Towerpoint Wealth and host Louis Diamond

The Most Misunderstood Broker Dealer in the Independent Space—with Bill Williams of Ameriprise Franchise Group

Back to Basics on Leadership, Business Management and Succession—with Ben Harrison of BNY Mellon’s Pershing

The Evolution of an RIA from Practice to Enterprise—with Tim Bello of Merchant Investment Management

Life After Goldman Sachs: A Story of Extraordinary Success—with Justin Berman of Berman Capital Advisors

Controlling My Destiny: Insights from a $300M UBS Breakaway—with Lori Siegel of Centrix Wealth Partners

Industry Update: A Big Picture Look at the State of Recruiting—with Mindy Diamond

Part 1 of 2 on M&A: Looking at M&A from the Acquirer’s Side of the Table—with Karl Heckenberg of Emigrant Partners

Part 2 of 2 on M&A: Looking at M&A from the Seller’s Side of the Table—with Jeff Concepcion of Stratos Wealth Partners and host Louis Diamond

Industry Update: What the Wealth Management Landscape Looks Like Today

How These 3 Firms Carved a New Path and are Changing the Wealth Management World At Large—with Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial

Inside Baseball on Building and Growing an Independent Firm—with Marty Bicknell of Mariner Wealth Advisors

Industry Update: A Deep Dive into the Wirehouses and Regional Firms

Growing Up with Merrill Lynch: A Next-Gen Breakaway Story—with Elizabeth “Lizzie” Evans of Evans May Wealth and host Louis Diamond

Industry Update: Why Rockefeller, First Republic and Other Boutique Firms Are Attracting So Many Top Advisors

How the Investment Playing Field Has Been Leveled for Even the Most Sophisticated Advisors and Their Clients—with Lawrence Calcano of iCapital Network

Industry Update: Understanding the Real Value of a Financial Advisor’s Business

From Ex-Morgan Stanley Advisor to One of the Biggest Breakaway Stories of 2019—with Jason Fertitta of Americana Partners

Industry Update on M&A: Meet the Investors—Why It’s Important for All Advisors to Know Who They—with Louis Diamond

From $30mm to $55B: The Strategic Vision Behind Creative Planning’s Extraordinary Growth—with Peter Mallouk of Creative Planning

Industry Update: Why Working from Home May Be One of Wealth Management’s Biggest Game Changers

5 Tips for Financial Advisors on How to Get From $500mm to $5B—with Steve Sanduski

Learning from the Leaders: Bob Mulholland on Roadblocks, Change and the Wave Towards Independence

Industry Update on Goldman Sachs: What could a new RIA custodian mean for advisors and the industry?—with Louis Diamond

Part 1 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal—with Mark Sear and David Hou of Evoke Advisors

Part 2 of 2: The $5B Breakaway That Led to a $125mm Acquisition Deal—with Mark Sear and David Hou of Evoke Advisors

Creating Sustainable Scale: How CAPTRUST’s Unique Model Drives Enormous Growth and a $1B+ Valuation—with Rush Benton, Senior Director, Strategic Growth of CAPTRUST and Louis Diamond

Betting on the Long-Term: Former Merrill Resident Director Shares Why Her $1B Team Broke Away—with Melissa Bouchillon, Sound View Wealth Advisors

Advisor-Turned-CEO: How a $2.4B Ameriprise Firm Cracked the Growth Code—with Jon Kuttin of Kuttin Wealth Management, and Louis Diamond

A Special Year-End Industry Update: 10 Ways That 2020 Will Reshape Wealth Management in 2021

The Best of 2020: Top Advice from 10 Independent Business Owners

The Limitations of Building a Billion-Dollar “Boutique Firm” within a Wirehouse: A UBS Breakaway Story—with Terry Cook of Parcion Private Wealth

From Intern to CEO: How an Accidental Entrepreneur Built a $50B+ RIA Empire—with Adam Birenbaum of Buckingham Wealth Partners, and Louis Diamond

Industry Update: 7 Real-World Lessons We Learned on Succession Planning—with Louis Diamond

Why Some Firms Are “Outperformers”—An Exclusive Deep Dive into the 2020 Schwab RIA Benchmarking Study—with Lisa Salvi of Schwab Advisor Services

In Pursuit of Purpose: The Story of a Billion-Dollar Breakaway Turned Fee-Only Independent Entrepreneur—with Jeff Thomas, Founder/CEO of Archetype Wealth Partners

Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change—with Louis Diamond

Advisor Choice: How Models Like Wells Fargo’s First Clearing Offer Optionality and Flexibility-with John Peluso, President, First Clearing

Beyond the Numbers: Key Insights from the Fidelity Advisor Movement Study—with Scott Gorham, Vice President of Competitive Intelligence at Fidelity Institutional, and Louis Diamond

Transitions, Retire-in-Place Programs and Termination: A Top Attorney’s Perspective—with Tom Lewis, Certified Civil Trial Attorney at Stevens & Lee

Preparing for Exploration: 10 Practical Tips to Conduct a Strategic Due Diligence Process—with Louis Diamond

A Rare Glimpse into the Culture, Cachet and Success of First Republic—with Robert Thornton, Executive Vice President & President of Private Wealth Management

6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”—with Ahmie Baum, Founder and CEO, Interchange Capital Partners

Michael Kitces on Everything Financial Advisors Need to Know About Growth

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