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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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podcast

Merrill Lifer on Breaking New Ground: The Leap to Independence with LPL Strategic Wealth Services

Merrill Lifer on Breaking New Ground: The Leap to Independence with LPL Strategic Wealth Services

Josh Brown went from mechanical engineer to the Merrill training program, building a business from 0 to $650mm. Firm changes prompted him and his team to consider their options, launching Northend Private Wealth on LPL Strategic Wealth Services.

Industry Update on 2022: 11 Trends Destined to Impact Advisors and Their Businesses

Industry Update on 2022: 11 Trends Destined to Impact Advisors and Their Businesses

What can advisors expect as they head into 2022? In this episode we explore 11 key areas – including deals, advisor movement, evolving models, and more – and the impact each might have on advisors and the wealth management industry at large.

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.

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.

Third Gen UBS Breakaway Finds Sanctuary: $150mm in Assets and a Long Runway to Grow

Third Gen UBS Breakaway Finds Sanctuary: $150mm in Assets and a Long Runway to Grow

Next gen Tom Stadum realized that he had a long runway and greater opportunity beyond UBS. So once his partner/father fulfilled the obligations of his retirement agreement, Tom left to build independent firm Fjell Capital with Sanctuary Wealth.

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.

Episode 17 – Working as an Independent Advisor with Louis Diamond & Robert Sandrew [podcast]

Episode 17 – Working as an Independent Advisor with Louis Diamond & Robert Sandrew [podcast]

Louis Diamond Interviewed – With Matt Ackerman and Rob Sandrew, Integrated Partners – Now, more than ever, advisors have options and opportunities to put them ahead of the competition. In this episode, Matt Ackermann is joined with Louis Diamond of Diamond Consultants and Robert Sandrew of Integrated Partners as they discuss the process of making the move to being an independent advisor.

How CPA Referrals Drove a Former Lincoln Financial Independent Group to $12B in Just 5 Years

How CPA Referrals Drove a Former Lincoln Financial Independent Group to $12B in Just 5 Years

Paul Saganey’s 2016 decision to leave Lincoln Financial, build a multi-custodial hybrid RIA with LPL Financial and develop a CPA referral network has propelled the firm from $3.5B to $12B in 5 years. He shares how they achieved such growth and more.

Why One UBS Vet Split for Independence

Why One UBS Vet Split for Independence

Louis Diamond Mentioned – By Sam Del Rowe, Financial Advisor IQ – Registered investment advisor Robert Harris, a wirehouse veteran, believes being independent is better for advisors. Harris is a senior wealth advisor at Avidian Wealth Solutions, a Houston-based RIA firm. He spent 19 years with UBS before moving to Avidian in 2019.

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Recent News & Articles

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