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
  • Rapid Reaction: UBS Comp Plan Changes and the Impact on Advisors

    Rapid Reaction: UBS Comp Plan Changes and the Impact on Advisors
    Nov 26 2024
    Louis Diamond offers a perspective for UBS advisors on the firm’s compensation plan changes announced on November 21. It’s an episode for advisors who are curious about the updates and how they can use this knowledge to make informed decisions.
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    20 mins
  • How to Set Up Your Business to Maximize Enterprise Value

    How to Set Up Your Business to Maximize Enterprise Value
    Nov 21 2024
    Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples.
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    38 mins
  • Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond

    Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond
    Nov 14 2024
    Allan Boomer, the CIO of Momentum Advisors, shares his journey from a working-class background to an internship at Merrill and later landing at Goldman. In this episode, he discusses leaving Goldman to gain the ability to act as a true fiduciary in independence, the role of diversity as his “superpower,” his vision for a “100-year business,” his focus on long-term growth, and more.
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    55 mins
  • FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience

    FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience
    Nov 7 2024
    Susan McKenna, CEO of eMoney, explores the fintech firm’s evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney’s tools foster client conversations and enhance experiences, shares insights on the future, and more.
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    41 mins
  • Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues

    Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues
    Oct 31 2024
    Dylan O’Shea offers a unique perspective from a growing advisor with a long runway who could have easily opted for a transition check but instead chose independence. He discusses why he joined Quorum Private Wealth, the value of their shared vision, infrastructure, and more.
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    44 mins