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
  • Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses

    Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses
    Sep 19 2024
    With Michael Henley, Founder & CEO of Brandywine Oak Private Wealth; Matt Liebman, CEO of Amplius Wealth Advisors, Jerry Davidse, CEO of Presilium Private Wealth Overview Three Merrill breakaways offer unique perspectives on the process of considering change, life outside the wirehouse, and filling the gaps that one might experience when leaving a big brand name behind to become an independent business owner. Watch... Listen in... > Download a transcript of this episode… 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. About this episode... Advisors who are considering the leap to independence often share their concerns about leaving behind the culture, community, and support they’ve grown accustomed to in the wirehouse world. And that’s perfectly valid. While many advisors are vocal about the lack of freedom and control at the big firms, there are still a lot of positives—like having a well-known brand with a seemingly endless budget behind you and the ability to create a strong foundation for success. On the other side, there are those who’ve made the break to independence and share that life outside the walls of the wirehouses is pretty amazing. For this special episode, we invited three such breakaway advisors who developed extraordinary independent businesses to discuss how they did it. That is, to offer their trade secrets to creating businesses that merged the best of the wirehouse they grew up in with the freedom and control they were searching for. Former Merrill Advisors Michael Henley, the Founder and CEO of the $1.6B Brandywine Oak Private Wealth, Matt Liebman, CEO of $1.5B Amplius Wealth Advisors, and Jerry Davidse, CEO of $500mm Presilium Private Wealth join Louis Diamond to share their journey, including: The changes they witnessed at Merrill—and how each impacted their decisions to launch their own firms. Leaving Merrill—and the roadblocks they hit along their journey. Their home-grown community—and how this group of like-minded business owners fills the gap of what they might miss from the wirehouse, including camaraderie and collegial support. The single most impactful process or tactic they’ve employed—and how it influenced growth. Plus much more—including a Founder’s Blueprint segment. It’s an episode that shares different points of view with a common goal: To do what’s best for their clients and business lives. Available on audio and video—so be sure to listen in or watch. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources A Diehard Merrill Advisor’s Journey to Independence Michael Henley, a 34-yr old “diehard Merrill Lynch advisor” and team, with a partner less than 10 years from retirement, came to a point at the wirehouse when it was more about “jumping through hoops” for the bank than doing best for their clients. $1B+ Multi-Generational Merrill Breakaway Team Leaves Behind the Big Brand to Gain “More” for Clients Matt Liebman, Founding Partner and CEO of RIA firm Amplius Wealth Advisors discusses the complexity of considering change with a multi-generational team, the difficulty of walking away from a big brand name, the concept of clients being the real “boss” and how that influenced his choice to build an independent firm—and much more. Outgrowing the Employee Model: How an ex-Merrill Advisor Found Autonomy & Abundance in Independence Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart. He shares how they gained the freedom to communicate and create an exceptional experience for their clients, their outstanding portability ratio,
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    56 mins
  • Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision

    Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision
    Sep 12 2024
    With Mindy Diamond and Jason Diamond Overview Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives. Listen in... > Download a transcript of this episode… 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. About this episode... This multi-faceted episode offers perspective on what advisors can glean from this invaluable resource, why Mindy wrote the book, and what she learned along the way. In seeing a significant gap in information available for financial advisors looking to optimize their businesses, Mindy took on the task of developing a one-of-a-kind book entitled Should I Stay or Should I Go? Mindy’s journey started 30 years ago and culminated in this expansive project: A roadmap designed to help top advisors think critically and objectively about their firms. Drawn from three decades of counseling financial advisors on the choices that impact their business lives, the book offers a self-guided process based on what Diamond Consultants practices with our own advisor-clients. Along with Jason Diamond, Mindy answers questions like: What’s the real value of this book? Why this book and why now? Who is the target audience? Do you need to be considering change to find value in the content? Why would a recruiter share her trade secrets? And much more! Mindy also shares examples and excerpts from the book, along with the type of guidance one could expect to find in it. So be sure to listen in for the inside story. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Should I Stay or Should I Go? The Book for Financial Advisors by Mindy Diamond. Available now! Why Settle for “Good Enough” When Great is Possible? In a vastly expanded industry landscape with more high-quality options than ever before, some advisors settle for “good enough” when the potential for “great” is often within reach. What’s holding them back? Financial Advisors: What’s The Risk Of Staying Put? Many advisors feel that changing firms or models is just too risky. But what they may not realize is that there’s also a risk to staying put. The 7 Unintended Consequences of Staying the Course While it may seem “safer” to stay put, there are risks in doing so that many advisors are unaware of. Top Tips for Setting Your Business Up for Success Years Before a Move 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. Also available on your favorite podcast app and other media sites Browse other episodes in this podcast series...
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    31 mins
  • What You Need to Know About Marketing Your Wealth Management Business: Tips from a CMO

    What You Need to Know About Marketing Your Wealth Management Business: Tips from a CMO
    Aug 29 2024
    Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition, and more for employees of an established firm or someone just launching a new independent entity.
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    45 mins

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