The Diamond Podcast for Financial Advisors

By: Mindy Diamond Financial Advisor Recruiter and Consultant
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  • Summary

  • 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.
    ©2024 Diamond Consultants, Inc. All rights reserved.
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Episodes
  • An Advisor’s Guide to 2025: The Impact of 2024 on the New Year

    An Advisor’s Guide to 2025: The Impact of 2024 on the New Year
    Dec 19 2024
    Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025 including transitions, deals, comp, private equity, the wirehouse recruiting race, and more.
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    33 mins
  • Building with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond

    Building with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond
    Dec 12 2024
    Mike Quin, a former Market Manager at Wells Fargo, left the wirehouse world to launch DayMark Wealth Partners. Mike offers a candid perspective on his experience and how it motivated him and his team to build an independent firm that is focused on their clients, the strategies behind their extraordinary growth from $1B to $4B, and other valuable lessons for employee advisors and business owners alike.
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    48 mins
  • No Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets

    No Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets
    Dec 5 2024
    Steve Brennan, Managing Director and Head of Private Wealth Solutions from one of the leading private markets firms offers a unique perspective on the space, including how democratized access has helped foster growth beyond the wirehouses, the impact on an advisor’s business, innovations and trends, and much more.
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    44 mins

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