Shows
The Diamond Podcast for Financial AdvisorsAn Advisor’s Guide to 2026: What 2025 Set in Motion and What Comes Next
With Jason Diamond and Louis Diamond
Overview
As 2026 comes into focus, advisors face a new set of strategic questions. This Industry Update explores the forces reshaping growth, deal structures, and enterprise value—and what those shifts may signal for the new year and beyond.
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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 p...
2026-01-0846 min
Bank on WipfliHow will wealth management change in 2026?How will wealth management change in 2026? In this episode of Bank on Wipfli, join Wipfli’s Robert Zondag for a conversation with Diamond Consultants CEO Louis Diamond and Wipfli partner Ron Niemasyk about the evolving dynamics of the industry in areas like recruitment, tech and private equity partnerships — plus how wealth management advisory firms are adapting to keep up.Listen for a rundown on key trends that will shape wealth management over the next 12 months, including:Firms moving towards advisory-focused business models, including why tax and estate planning have become expected service offerings.Weal...
2025-12-3043 min
Model FA PodcastLouis Diamond: Advisor Transitions, Independence, and Building Enterprise ValueLouis Diamond (CEO of Diamond Consultants) joins David DeCelle to break down what really drives advisor transitions—and how top teams evaluate moves to independence, new platforms, or M&A opportunities. Louis shares the "consultative recruiting" model his firm has built over nearly 30 years, why freedom, flexibility, and control are the three core forces behind most breakaway decisions, and what a realistic timeline looks like from exploration to execution. You'll also hear how Diamond Consultants structures compensation (including a refundable retainer approach), what their 7-step consulting framework looks like, and how advisors can avoid getting overwhelmed when in...
2025-12-1636 min
The Stephen and Kevin Show#124 The Mindset of Enterprise Value w/Louis DiamondFinancial advisors are rethinking what it means to grow, scale, and build real enterprise value. In this episode of The Stephen and Kevin Show (SK 124), we sit down with Louis Diamond, CEO of Diamond Consultants, to explore the mindset, marketing habits, and strategic decisions that separate advisors who simply manage a book from those building enduring firms.You’ll discover: ✅ The mindset shifts advisors must make to thrive in independence ✅ Why enterprise value is becoming more important than AUM ✅ What advisors should expect when they take control of their ow...
2025-12-0129 min
The InvestmentNews PodcastEpisode 198: InvestmentNews talks RIAs, advisory business, and recruiting with Louis DiamondInvestmentNews podcast host Bruce Kelly chats with Diamond Consultants CEO Louis Diamond to get his take on a variety of events in the wealth management industry.
2025-10-1729 minThe Diamond Podcast for Financial AdvisorsSanctuary 2.0: How Adam Malamed Is Reframing Growth with Advisor Autonomy
With Adam Malamed—CEO, Sanctuary Wealth
Hosted by Louis Diamond
Overview
Supportive independence has become one of the most dynamic segments of wealth management, offering advisors the freedom of independence with the scale and resources of a major firm. In this episode, the CEO of Sanctuary Wealth joins Louis Diamond to discuss Sanctuary 2.0: how the firm doubled in size, its vision for advisor autonomy, and the future of growth, technology, and partnership in the independent space.
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NOTE: Th...
2025-10-0956 minThe Diamond Podcast for Financial AdvisorsThe $129B Blockbuster Move: Shirl Penney on Why This Transition Marks a New Era for the Industry
With Shirl Penney—President and CEO, Dynasty Financial Partners, Hosted by Louis Diamond
Overview
The $129B OpenArc breakaway marks a watershed moment for wealth management. In this Rapid Reaction episode, Louis Diamond and Shirl Penney unpack what it means for the RIA model, advisors, and the future of industry competition.
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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...
2025-09-2938 minThe Diamond Podcast for Financial Advisors2025 Mid-Year Report on Deals, Transitions, and Recruiting A Special Industry Update
With Jason Diamond and Louis Diamond
Overview
A special mid-year update with Jason and Louis Diamond on deals, transitions, and recruiting trends shaping 2025—and what advisors can expect in the months ahead.
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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...
2025-09-1141 minThe Diamond Podcast for Financial AdvisorsFirms That Win in 2025: What Advisors Are Really Looking For
With Louis Diamond & Mindy Diamond
Overview
With advisor expectations evolving, not all “good firms” are winning the talent. Mindy and Louis Diamond share what today’s top advisors really value—and why some firms are standing out while others fall short.
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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 t...
2025-08-0751 minThe Diamond Podcast for Financial AdvisorsThe Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses
With Jason Diamond & Louis Diamond
Overview
A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth.
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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...
2025-06-2638 minThe Diamond Podcast for Financial AdvisorsThe Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
With Ted Jenkin – Co-Founder, JPTD Partners
Overview
What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now.
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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 podc...
2025-06-1254 minThe Diamond Podcast for Financial AdvisorsWho’s in Control: The Advisor or The Firm? A Special Industry Update
With Jason Diamond & Louis Diamond
Overview
The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impact of mergers and acquisitions, new mandates, heightened vulnerability, and more.
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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 podca...
2025-05-2929 min
What Are You Working Towards?#133 Sports Agent? No, Advisor Agent! w/ Louis Diamond, President, Diamond ConsultantsDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Louis Diamond is the go-to consultant for elite financial advisors navigating transitions, entrepreneurs with their sights set on launching an independent firm, and business owners contemplating M&A opportunities. Known for his sharp business acumen and analytical mindset, Louis brings clarity to complexity, helping advisors make confident decisions that shape their futures—serving as a trusted guide to those evaluating how best to serve clients while maximizing long-term enterprise value.In this episode, Chris and Louis discuss:1. W...
2025-05-1233 minThe Diamond Podcast for Financial AdvisorsLPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry
With Louis Diamond
Overview
LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large.
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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 f...
2025-03-2900 minThe Diamond Podcast for Financial AdvisorsThe Annual Update on Advisor Transitions and Deals: 2024 Edition
With Jason Diamond & Louis Diamond
Overview
In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more.
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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 compe...
2025-03-2047 minThe Diamond Podcast for Financial AdvisorsCrafting the Perfect Employer Value Proposition: The Key to Attracting and Retaining Top Talent
A Special Industry Update with Louis Diamond & Jamie Campbell
Overview
A special episode designed for firms with their sights set on enhancing recruiting efforts and advisors looking to attract new team members, offering the steps to craft an effective Employer Value Proposition (EVP), with examples on usage and potential impact on hiring success and retention.
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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 Diam...
2025-03-1349 minThe Diamond Podcast for Financial AdvisorsThe Lifecycle of a Billion Dollar Business: Build at a Broker Dealer, Grow as an RIA, then Sell
With Bryan Sweet, Founder, CEO, Wealth Advisor – Sweet Financial Partners
Overview
Bryan Sweet of Sweet Financial Partners shares the ultimate independent business growth story, starting with 32 years under the Raymond James BD umbrella, then as an RIA, and most recently selling to Carson Wealth.
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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 com...
2025-02-1350 minThe Diamond Podcast for Financial AdvisorsUnlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business
With Gerry Spitzer — Founding Partner, Questar Capital Partners
Overview
Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, sharing a perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.
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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...
2025-01-3053 min
The Global Diamond Broker The Hard Truth Diamond PodcastEpisode #133: The Hard Truth Diamond Podcast - Laboratory Grown…Luxury!Send us a textThis week on The Hard Truth Diamond Podcast, Colin is joined by “Marvelous Maren” for a no-holds-barred discussion on the rise of lab-grown luxury diamonds and what it means for the diamond industry. From the skepticism of major luxury brands like Tiffany in 2019 to their full embrace of lab-grown stones today, the shift is undeniable - and Colin predicted it all.Tune in as we explore how iconic brands like LVMH (owners of Louis Vuitton, Tiffany, and Fred Jewelry) are leading this evolution, incorporating stunning lab-grown diamonds that rival nature’s finest...
2025-01-2428 minThe Diamond Podcast for Financial AdvisorsFocus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution
With Michael Nathanson — CEO, Focus Financial Partners
Overview
Michael Nathanson shares his vision for Focus, offering a unique insider’s perspective on the firm’s evolution and differentiators, and how that plays into the future of independence. Plus, he offers thoughts on his own transition to CEO and advice for advisors and business leaders.
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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 Consultant...
2025-01-231h 10The Diamond Podcast for Financial AdvisorsThe Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great
An Annual Digest for Financial Advisors – 2024 Edition, with Louis Diamond
Overview
A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more.
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> 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 t...
2025-01-0931 minThe Diamond Podcast for Financial AdvisorsAn Advisor’s Guide to 2025: The Impact of 2024 on the New Year
With Mindy Diamond & Louis Diamond
Overview
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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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...
2024-12-1932 minThe Diamond Podcast for Financial AdvisorsBuilding with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond
With Mike Quin – Managing Partner, DayMark Wealth Partners
Overview
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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NOTE: The views and opinions expres...
2024-12-1248 minThe Diamond Podcast for Financial AdvisorsNo Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets
With Steve Brennan — Managing Director, Head of Private Wealth Solutions, Hamilton Lane
Overview
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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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessar...
2024-12-0544 minThe Diamond Podcast for Financial AdvisorsRapid Reaction: UBS Comp Plan Changes and the Impact on Advisors
With Louis Diamond
Overview
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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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 a...
2024-11-2620 minThe Diamond Podcast for Financial AdvisorsHow to Set Up Your Business to Maximize Enterprise Value
With Jason Diamond and Louis Diamond
Overview
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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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...
2024-11-2138 minThe Diamond Podcast for Financial AdvisorsDiversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond
With Allan Boomer – Partner, Chief Investment Officer of Momentum Advisors
Overview
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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NOTE: The views and opinions expressed by the guests...
2024-11-1454 minThe Diamond Podcast for Financial AdvisorsChanging Channels: How a Wirehouse Team Went Independent Without Leaving the Firm-and Grew from $280mm to $1.7B
With CEO Jason Andrews, & COO Ross Bauer, Founders of Merritt Point Wealth Advisors
Overview
The “affiliation channel slide” has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted in tremendous growth opportunities.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions...
2024-08-2250 minThe Diamond Podcast for Financial AdvisorsThe Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence
With John Bowen, CEO and Founder, CEG Worldwide, LLC
Overview
Industry coach John Bowen demonstrates how building and fostering the development of your “Dream Team” can be the game changer your business is waiting for. It’s an episode that serves as a free coaching session with actionable advice for employee advisors and business owners alike.
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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...
2024-08-1548 minThe Diamond Podcast for Financial AdvisorsMid-Year Report on Deals, Transitions, and Recruiting: A Special Industry Update
With Louis Diamond and Jason Diamond
Overview
Using the Diamond Consultants trademark data-driven analysis and insights on recruiting and deals, Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year.
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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...
2024-08-0842 minThe Diamond Podcast for Financial AdvisorsDemocratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space
With Matt Brown – Founder, Chairman, & CEO, CAIS
Overview
Matt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for firms. Plus, he offers his thoughts in the inaugural Founder’s Blueprint segment.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect...
2024-08-0157 minThe Diamond Podcast for Financial AdvisorsBuying, Selling, or Transitioning Your Business: An Attorney’s Advice
With Corey Kupfer—Attorney, Deal-maker, Speaker, and Author
Overview
Expert industry attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move, plus how to prepare your business for change, with actionable best practices to adopt today.
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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...
2024-06-1353 minThe Diamond Podcast for Financial AdvisorsAre You Vulnerable? An Advisor’s Guide to Surviving and Thriving in a Hyper-Compliant Environment - A Special Industry Update
With Mindy Diamond and Louis Diamond
Overview
In a world managed to the lowest common denominator and driven by heavy-handed compliance, every employee advisor is vulnerable. In this episode, Mindy and Louis break it all down, share warning signs all advisors should pay attention to and proactive steps an advisor can take to protect themselves.
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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 Diam...
2024-06-0637 min
Always On for Financial AdvisorsFinding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58)Transitioning to another employee-model firm or launching an RIA firm can be daunting!
Finding the right fit, adapting to the new environment, communicating the transition to your existing clients…there’s a lot to consider.
Let’s break it all down with Duncan MacPherson and guest Louis Diamond, President of Diamond Consultants, a financial advisor recruiting firm. With his strategic perspective and wealth of experience guiding top teams through transitions, mergers, and acquisitions, Louis offers valuable insights and solutions to help you navigate change with clarity and confidence.
They discuss:
Top challenges advisor...
2024-05-1659 min
Always On with Duncan MacPhersonFinding Clarity and Confidence in Advisor Transitions with Louis Diamond (Ep. 58)Transitioning to another employee-model firm or launching an RIA firm can be daunting!
Finding the right fit, adapting to the new environment, communicating the transition to your existing clients…there’s a lot to consider.
Let’s break it all down with Duncan MacPherson and guest Louis Diamond, President of Diamond Consultants, a financial advisor recruiting firm. With his strategic perspective and wealth of experience guiding top teams through transitions, mergers, and acquisitions, Louis offers valuable insights and solutions to help you navigate change with clarity and confidence.
They discuss:
Top challenges advisor...
2024-05-1659 minThe Diamond Podcast for Financial AdvisorsHow the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective
With Matt Baum, Partner, Fox Rothschild
Overview
Attorney Matt Baum breaks down the facts on the latest FTC Noncompete Rule, the potential impact on an advisor’s business, current agreements, the ability to transition, and more.
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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.
...
2024-05-0229 minThe Diamond Podcast for Financial AdvisorsHow Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update
With Mindy Diamond & Louis Diamond
Overview
In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition. In this special episode, Mindy and Louis Diamond share a process for answering the seminal question: Is change really worth it?
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions...
2024-04-1835 minThe Diamond Podcast for Financial AdvisorsAn Industry Update on Advisor Transitions and Deals: The 2023 Report
With Louis Diamond and Jason Diamond
Overview
In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.
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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 ep...
2024-03-0740 minThe Diamond Podcast for Financial AdvisorsTop Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update
With Mindy Diamond and Louis Diamond
Overview
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.
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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 p...
2024-02-2232 minThe Diamond Podcast for Financial Advisors2023’s Most Valuable Insights on Transitions, Independence, and Advisor Growth
An annual digest for financial advisors with hosts Louis Diamond and Jason Diamond
Overview
A compendium of the best advice from top advisors on eliminating limitations and bureaucracy, fostering growth, maximizing business value, and ensuring your firm is the right place for your clients and business for the long term.
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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 t...
2024-01-111h 09
Yaya Diamonds Dream Chasers RadioThe Color Purple is making big waves - Interview with Louis Gossett Jr and Yaya Diamond
The Color Purple is making big waves - Interview with Louis Gossett Jr and Yaya Diamond
#blackwomenpodcasters #thecolorpurple #movies
📢 Exciting News! 🌟 The new movie "The Color Purple" is taking the world by storm and making headlines everywhere! 🎥✨
🎬 We have a special treat for all you movie buffs out there! 🍿🎉 Tune in to an exclusive interview with the legendary Louis Gossett Jr. and the talented Yaya Diamond, as they share insights and experiences from this incredible cinematic masterpiece. 😍🎙️
Make sure to catch this must-watch interview and⏰ get ready to dive deep into the behind-the-scenes stories, the characters' journey, and the impact this iconic movie is ma...
2023-12-3038 minThe Diamond Podcast for Financial AdvisorsAn Advisor’s Guide to 2024: The Impact of 2023 on the Coming Year
A Special Industry Update with Mindy Diamond and Louis Diamond
Overview
A review of the most influential trends that impacted advisors in 2023, plus predictions and actionable guidance for 2024 to help advisors think more strategically and set longer-term goals to grow, protect, and future-proof their businesses.
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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 podca...
2023-12-2148 minThe Diamond Podcast for Financial AdvisorsHow to Navigate the Emotional Rollercoaster Ride of a Transition: A Special Industry Update
A conversation with Louis Diamond
Overview
Mindy Diamond and Louis Diamond share ideas from 25 years of experience to help advisors navigate the daunting process of transition and advice on how to better cope with what can feel like a tumultuous ride.
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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 w...
2023-10-2636 minThe Diamond Podcast for Financial AdvisorsAn Industry Update on Mega-Moves: How the Ever-Increasing Number of Billion-Dollar Transitions Are Rocking the Industry
A conversation with Louis Diamond and Jason Diamond
Overview
With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on recruiting and the industry at large? And more…
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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 Diamon...
2023-10-0540 minThe Diamond Podcast for Financial AdvisorsFinancial Advisor Economics: From Transition and Beyond
A Special Industry Update with Louis Diamond and Jason Diamond
Overview
In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time – thinking about the short-, mid- and long-term – whether they are in an employee or independent model?
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinio...
2023-09-0729 minThe Diamond Podcast for Financial AdvisorsThe Next Big Thing: Private Equity Disrupting the Landscape for the Best Teams
A Special Industry Update with Louis Diamond
Overview
Private equity firms are showing an enhanced interest in wirehouse breakaways, investing directly in these teams on day one. Learn what’s driving this new trend, which teams are most appealing, how it will impact movement, and more.
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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 po...
2023-08-1742 min
The Perfect RIAUnveiling True Costs: Navigating the Financial Advisor Landscape With Guest Louis Diamond Matt is joined by Louis Diamond, President of Diamond Consultants, a leading financial advisor recruiting firm. They delve into the often misunderstood world of financial advisor fees and the importance of understanding the true cost of your career decisions. From the spectrum of advisors' fee knowledge to uncovering hidden costs, Matt and Louis emphasize the need for advisors to grasp the value they receive from their current channel and how it aligns with the charges. They also discuss the significance of taking control of your career destiny and making well-timed moves to maximize your career enterprise value. ...
2023-07-2624 minThe Diamond Podcast for Financial AdvisorsInnovative Ways the Best Independent Firms Fuel Growth: A Special Industry Update
A conversation with Louis Diamond
Overview
Independence allows advisors to create an unlimited menu of innovative value-add services for their clients. And as the industry landscape expands, employee advisors are finding ways to get in on the action. Learn specific examples of the various services offered by some of the industry’s leading independent firms.
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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 Diamon...
2023-07-1337 minThe Diamond Podcast for Financial AdvisorsDriving Organic Growth: Practical Marketing Tips for Advisors from FiComm’s Megan Carpenter
A conversation with the CEO of FiComm Partners, LLC
Overview
Growing a sustainable wealth management business relies on attracting new clients while engaging current ones. The leader of the award-winning integrated marketing firm shares advice on what it takes to impact organic growth via marketing.
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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 podca...
2023-06-2957 minThe Diamond Podcast for Financial AdvisorsQuestions Every Advisor Should Ask Before Considering a Move: A Special Industry Update
A conversation with Louis Diamond
Overview
What is it that advisors need to be aware of before jumping into due diligence? In the first of a 2-part series, Mindy Diamond and Louis Diamond share advice on the threshold questions to ask yourself before taking meetings or calls.
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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 th...
2023-05-1838 minThe Diamond Podcast for Financial AdvisorsThe Banking Crisis: Its Impact on Advisor Movement and the Wealth Management Landscape-A Special Industry Update
A conversation with Louis Diamond
Overview
Mindy Diamond and Louis Diamond share perspectives from their unique vantage point on the impact of the banking crisis on advisor movement, their clients, and the wealth management industry at large.
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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 parti...
2023-04-1329 min
Diomandé L'Programme!DLP! S03 EP23- Invité : Jean-Louis Cap. Nulle Part Ailleurs qu'à Canal, + que tout autre réal', en "Blue Jean", garda le Cap !Cette semaine DLP ! consacre son "Dossier" à Philippe Gildas.
Ancien présentateur du journal télévisé sur la première chaine de l’ORTF, ce journaliste-animateur radio et de télévision aux 50 ans de carrière fut notamment le charismatique animateur lead du cultissime show d’Access Nulle Part Ailleurs sur Canal+ !
Notre invité est Jean-Louis Cap.
Précisément réalisateur emblématique de Nulle Part Ailleurs et des Guignols de l’Info 14
ans durant, il est l’un des membres les plus respectés de sa corporation !
D’An...
2023-04-0745 min
For Advisors By AdvisorsFor Advisor By Advisors - Interview with Louis Diamond, President of Diamond Consultants - What is the Evolution for a Financial Advisor? The Top Recruitment Firm Weighs In!In this episode, we speak with Louis Diamond, President of Diamond Consultants. We talked with Louis on a variety of issues from broker protocol, to the evolution of the platforms, to where we are headed. We also dived into where firms want to take the next evolution of advisors and what has changed in the industry over the last 5 years. Louis has some fantastic data points to share in what they are seeing. Hope you enjoy it!Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast...
2023-03-1529 minThe Diamond Podcast for Financial AdvisorsTwo $10mm Teams Leave the Wirehouse World in One Week: An Industry Update on Advisor Transitions
A conversation with Louis Diamond
Overview
What is the relevance of two $10mm teams leaving Merrill within one week’s time? Mindy Diamond and Louis Diamond answer that question and share case studies on the moves citing the unique drivers, the significance to the industry at large, and more.
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 gue...
2023-03-0931 minThe Diamond Podcast for Financial AdvisorsAdvisor Transition Report: An Update on Advisor Movement Over the Course of 2022
A conversation with Louis Diamond and Jason Diamond
Overview
Additional commentary from Louis Diamond and Jason Diamond on the 2022 Advisor Transition Report, featuring the latest full year data on financial advisor movement, transition deals, and transition case studies.
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...
2023-03-0246 min
DALO - Drucker À L'OuvrageDrucker À L'Ouvrage - S01 EP20 : Louis de Funès, loin du funeste !Louis de Funès est l’hôte aussi UNIQUE qu’EXCEPTIONNEL de Michel, samedi 28 janvier 2023 ! Au lendemain du « Diomandé L’Programme ! » "célébrant" le 40ème Anniversaire de son injuste départ -en compagnie de l’un de ses fils, Olivier de Funès, Chronozone Corp. prolonge son Hommage et le Plaisir de célébrer le + Grand Génie Comique de Tous les Temps, dans ce N° de "DALO" saluant L’Homme Orchestre qu’il était. 18 années au sommet d’une gloire tardive mais tellement méritée, couronnèrent la vie professionnelle de ce p...
2023-01-2957 minThe Diamond Podcast for Financial AdvisorsIndustry Update on 2023: 10 Emerging Trends to Put on Your Radar
A conversation with Louis Diamond
Overview
In an annual review for financial advisors, Mindy Diamond and Louis Diamond go out on a limb to share predictions for 2023, gleaned from their unique perspective on all the things most important to advisors, including recruiting, deals, M&A, and much more.
Listen in…
> Download a transcript of this episode…
About this episode…
In an annual review for advisors, Mindy Diamond and Louis Diamond look at the past year and how activity and trends are already coloring what we expect to see...
2022-12-2232 minThe Diamond Podcast for Financial AdvisorsA Special 5th Anniversary Episode: 5 Themes Driving Change in the Wealth Management Industry
A conversation with Louis Diamond
Overview
While the podcast started out 5 years ago exploring the independent space, it evolved to sharing a wide range of topics and welcomed guests from throughout the wealth management industry. In this special episode, Mindy Diamond and Louis Diamond explore the most popular themes for financial advisors and independent business owners.
Listen in…
> Download a transcript of this episode…
About this episode…
It’s hard to believe that five years have passed since launching the first episode of this show.
As man...
2022-11-0337 minThe Diamond Podcast for Financial AdvisorsIndustry Update on M&A: Why Buy? Tips for Those with Their Sights Set on Becoming an Acquirer
A conversation with Louis Diamond
Overview
When it comes to M&A, there are plenty of independent business owners and wirehouse advisors who have their sights on becoming acquirers, yet it’s an incredibly competitive environment with more buyers than sellers. This episode looks at the buy-side perspective, the attributes needed to become an attractive acquirer, the characteristics of prospective targets, and more.
Listen in…
> Download a transcript of this episode…
About this episode…
M&A has been one of the hottest topics in the wealth manageme...
2022-10-0644 minThe Diamond Podcast for Financial Advisors2022 Transition Report: An Update on Advisor Movement in the Wealth Management Industry for H1
A conversation with Louis Diamond and Jason Diamond
Overview
A special episode introducing the Diamond Consultants Transition Report, the first of a semi-annual review of advisor movement in the wealth management industry. Learn 10 key trends from the comprehensive, data-driven report of financial advisor movement over the first 6 months of 2022.
Listen in…
> Download a transcript of this episode…
About this episode…
We’re in the information business. Sure, we’re recruiters, and while the outcome of guiding advisors through due diligence is they decide to make a move (or n...
2022-09-1536 min
The Perfect RIAWhat Works Wednesday With Louis DiamondMany advisors reach a point in their careers when they wonder if the firm where they're working is the best place for them to serve their clients and find their desired work-life balance. However, actually taking the next step and exploring this next phase can feel overwhelming. Where do you even begin? In this episode, Louis Diamond, President of Diamond Consultants, will be joining Matthew to discuss how to approach this next step in your life strategically so that there are no missteps made along the way. You can find show notes and more information by clicking...
2022-09-1420 minThe Diamond Podcast for Financial AdvisorsIndustry Update: How to Maximize Your Career Enterprise Value
A conversation with Louis Diamond
Overview
“Enterprise value” is often discussed in the context of the total value of a business or the cost to acquire a company. But advisors invest their time, energy, and talents in serving clients and fostering growth—creating career enterprise value. Here’s how to maximize that value.
Listen in…
> Download a transcript of this episode…
Download How to Maximize Your Career Enterprise Value: MaxCeV™
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2022-08-2545 minThe Diamond Podcast for Financial AdvisorsIndustry Update: Should You Consider a Move When Markets are Turbulent?
A conversation with Louis Diamond…
Overview
It’s common for financial advisors to share that they are “uncomfortable” thinking about a move when the markets are unsettled. But how does an advisor know if now is the right time to consider change? That answer, and more, is explored in this episode.
Listen in…
> Download a transcript of this episode…
About this episode…
Over the last several months, advisors have been busy managing client expectations as the market has taken them unwittingly on a wild roller coaster...
2022-08-1135 min
New Planner PodcastEp #92: How to Make Yourself More Marketable with Louis DiamondLouis Diamond is the President of Diamond Consultants, a financial advisor recruiting firm based out of Morristown, NJ. He joins the show today to discuss the recruiting landscape from a mergers and acquisitions perspective, including how the various channels are vying for established financial advisors in a highly competitive market. If you think your firm might be acquired, this is an episode you definitely won't want to miss! Listen in as Louis shares the top reasons that financial planners seek to make a move to a different firm or channel, how to appropriately evaluate new opportunities, and...
2022-07-2924 minThe Diamond Podcast for Financial AdvisorsUpdate on Transitions: Communicating the “Why” of a Move to Your Clients
A conversation with Louis Diamond…
Overview
A financial advisor’s move should be to improve client service—because it’s the clients who ultimately drive business growth and value. Here’s how to communicate “what’s in it for them” so they fully understand the positive impact the change can bring.
Listen in…
> Download a transcript of this episode…
About this episode…
When an advisor’s move is discussed, the value they derived from the change in firms or models often drives the conversation.
That is, what’s “best fo...
2022-07-2131 minThe Diamond Podcast for Financial AdvisorsCreating a Referral Engine: An Expert’s Advice on Asking for – and Receiving – the Right Introductions
A conversation with Bill Cates, President, Referral Coach International
Overview
Bill Cates has helped financial advisors move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients by accessing the power of referrals. Bill shares his best tips to create your own referral process with Louis Diamond.
Listen in…
> Download a transcript of this episode…
About this episode…
You’ve likely purchased a product or used a service based on the opinion of a trusted friend or colleague. And in most cas...
2022-07-1454 minThe Diamond Podcast for Financial AdvisorsExpert Advice on Portability: What You Need to Know to Prepare for a Move
A conversation with Louis Diamond and special guest Grier Rubeling of Advisor Transition Services
Overview
In a special Industry Update, Grier Rubeling, owner of Advisor Transition Services, shares practical portability tips and actionable transition advice for financial advisors considering or preparing to change firms. In an information-packed episode, she discusses preparing a Protocol checklist, the notion of “shrinking to grow”, the mapability of products, the flow of the transition process, communicating with clients, and much more.
Listen in…
> Download a transcript of this episode…
About this episode…
When we...
2022-06-0245 minThe Diamond Podcast for Financial AdvisorsIndustry Update on M&A: If You Build It, Will They Buy It? - Part 1 of 2
Part 1 of a 2-Part Series with Louis Diamond
Overview
The excitement around M&A activity has many financial advisors considering their future. Is independence the right path? And if you build an independent firm, who will buy it? Part 1 of this 2-part episode compares and contrasts options, including recruitment deals and retire-in-place programs, and shares examples of breakaways whose firms were recently acquired and what made them attractive acquisitions.
Listen in…
> Download a transcript of this episode…
About this episode…
M&A has been one of the hot...
2022-04-2136 min
Let's Discuss With Diamond PodcastThe LDD Podcast w/ Louis Vargas" A Podcast for Artists, By Artists" You can catch this upcoming episode on Facebook, YouTube, and other streaming platforms. YOUTUBE, type Live Discussions with Diamond Podcast Spotify: Live Discussions with Diamond Podcast GOOGLE Podcast- Live Discussions with Diamond Podcast
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2022-04-1541 minThe Diamond Podcast for Financial AdvisorsIndustry Update: The 10 Characteristics of the Most Successful Teams
A conversation with Louis Diamond
Overview
Mindy Diamond and Louis Diamond explore 10 of the most common behaviors of elite wealth management teams based on their experiences in guiding many of the industry’s top players. These are practices that any team at any level can adopt, whether they work as employees at a big brokerage firm, are independent business owners, sole practitioners, or part of an ensemble group.
Listen in…
> Download a transcript of this episode…
About this episode…
Like a sports team, it’s not enough to...
2022-03-1739 minThe Diamond Podcast for Financial AdvisorsIndustry Update: If Business is Good, Should You Still Consider a Move?
A conversation with Louis Diamond
Overview
Many advisors are coming off their best years ever, driven by increased client demands and a run-up in the financial markets. Yet movement is at record-breaking levels. So why are they disrupting momentum and taking-on the risk and hassle of a move, to change jerseys or break for independence when things are good?
Listen in…
> Download a transcript of this episode…
About this episode…
Many advisors are coming off their best years ever, driven by increased client demands and a run-up...
2022-02-1732 min
The Breakfast Dish#61 - Louis B. HobsonWelcome to Season 3 of The Breakfast Dish! Join Griffin Cork and his mom, Karen Johnson-Diamond every Monday morning for get-to-know-you conversations with the artists behind today's dance, music, visual art, and theatre. This podcast is dairy and gluten free!This week, Karen and Griffin are joined by Louis B. Hobson! Louis is an actor, director and playwright - but he is best known as a pillar in the Calgary theatre community because of his work as the theatre critic for the Calgary Herald. Karen and Griffin chat with Louis about his life, his career, and his part...
2022-02-1440 min
For Advisors#44: Louis Diamond | Breakaways
Making the decision to breakaway from a wirehouse or larger firm can be a daunting one. There are many things to consider when making a move to independence. In this episode, Louis Diamond offers some important insights into that decision making process.
Louis Diamond is president of Diamond Consultants and responsible for the day-to-day operations of the firm, with an eye towards future growth. After graduating magna cum laude with a BBA degree in finance and international business from George Washington University, Louis began his career at Ernst & Young, and later at Morgan Stanley and UBS. Louis...
2021-11-1640 min
The Black Diamond Adventures Podcast#13 Taking On The Next Challenge with Kendrick LouisThis week the boys are joined by Nutri-Grain Ironman champion Kendrick Louis, as he discusses the 10 year grind it took to realise his dream. Kendrick sheds light on the ups and downs of his career as well as how he is applying the hard earned lessons he learnt into his new business venture, Louis Media.
2021-10-3153 minThe Diamond Podcast for Financial AdvisorsIndustry Update on Recruiting: Should You Go for the Forgivable Loan?
A conversation with Louis Diamond
It’s a question that advisors often ask themselves when considering a move:
“Should I go for the short-term windfall or bet on the long-term potential?”
The merit of forgivable loans tied to recruiting is an ongoing debate in the wealth management industry. The decades-long convention for advisors considering change (especially those in the W-2 world) is to monetize the business by negotiating a lucrative transition bonus with competing organizations.
Yet those on the independent side often talk about building long-term enterprise value and controlling one’s...
2021-09-3031 min
Love thy LawyerSara R Diamond - HastingsSend us a textlovethylawyer.comA transcript of this podcast is easily available at lovethylawyer.com.Go to https://www.lovethylawyer.com/blog for transcripts.https://www.saradiamondattorney.com/Sara Diamond discusses law, life, astrology, meditation and sociology in this interview. Her path to and through law is different than most. I really enjoyed our discussion. Sara refers to this book:https://foonberglaw.com/how-to-start-build-a-law-practice-6/ Sara's Wikipedia:https://en.wikipedia.org/wiki/Sara_Diamond_(sociologist) Louis Goo...
2021-09-1525 min
Perfectly Integrated17. Working as an Independent Advisor with Louis Diamond & Robert SandrewNow, 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. Matt, Louis and Robert discuss what goes into making the move, and why now might be the best time to do it.
Louis & Robert discuss:
Why more advisors are making the move to being independent as a result of the COVID-19 Pandemic
Why some advisors ar...
2021-08-1230 minThe Diamond Podcast for Financial AdvisorsIndustry Update on Partnerships: 10 Questions to Help Identify if You’re Still Right for Each Other
With Louis Diamond
When it comes to building a strong business, there is nothing better than a great partnership. Like a happy marriage, it provides the perfect environment for synergy, with added capacity and expertise, a path for succession and enhances the overall success for the advisors.
And clients are the beneficiaries of all of the above.
Yet like with any business, the shared mindset the advisors started out with years ago may not be the same today.
It’s most often that these differences come to light when partners ar...
2021-07-2948 minThe Diamond Podcast for Financial AdvisorsIndustry Update: A Powerful Strategy to Accelerate Growth for Financial Advisors
A conversation with Louis Diamond
Every advisor and business owner are looking for new ways to expand their reach and achieve greater growth.
For Mindy Diamond, it was nearly 2 decades ago that she discovered a powerful “growth engine” by accident.
And it’s been such a gamechanger for her firm, that she’s eager to discuss key concepts and experiences that advisors and business owners alike can easily adapt to reach their constituents.
Because as Mindy shares in this episode with Louis Diamond, it was the submission of her first article...
2021-06-2434 minThe Diamond Podcast for Financial AdvisorsIndustry Update: What Financial Advisors Need to Know About Growing Through Recruitment and M&A
A conversation with Louis Diamond
One of the major motivations for advisors who choose independence is the desire to build an enterprise through recruitment of other advisors and the opportunity to participate in a frothy M&A marketplace.
And even non-enterprise builders are drawn to the ability to selectively deepen their bench via recruitment plus having the ultimate flexibility over who they hire.
But inorganic growth opportunities are not exclusive to independent firms. Although wirehouse advisors are more limited, they can grow via “acquisition” through their firm’s sunset programs and by select...
2021-05-1339 minThe Diamond Podcast for Financial AdvisorsDemystifying Compliance for RIAs: What You Need to Know
A conversation with Christopher Winn, CEO and Lead Consultant, AdvisorAssist
There are few words in wealth management’s lexicon that draw greater consternation amongst advisors.
And that word is “compliance.”
Yet it’s the very fabric by which financial advisory businesses operate, serving as the proverbial guard rails that all advisors work within—whether they are seated in big brokerage firms, are independent business owners or somewhere in between.
But for all that power that compliance wields, it remains somewhat amorphous in terms of the actual processes around it.
Because...
2021-04-2245 minThe Diamond Podcast for Financial AdvisorsIndustry Update: 10 Reasons Why Some Financial Advisors Shouldn’t Go Independent
With Louis Diamond
It might seem odd for a show called Mindy Diamond on Independence to have an episode discussing the reasons why independence might not be right for you.
But the truth of the matter is, there are plenty of reasons why independence isn’t for everyone.
And it’s the mission of this series to be honest and balanced—and share what we’re hearing and seeing from advisors and firms in every corner of the landscape.
So, regardless of how often we share success stories from breakaway advisors...
2021-04-1532 minThe Diamond Podcast for Financial AdvisorsPreparing for Exploration: 10 Practical Tips to Conduct a Strategic Due Diligence Process
A conversation with Louis Diamond
We talk a lot about the expanded industry landscape—and how, ultimately, an advisor has much more to consider than ever before.
As such, there is tremendous value in periodically conducting due diligence – whether you’re thinking of moving or not – if for nothing more than to become familiar with a host of options that likely did not exist even just a few years ago.
Yet with optionality often comes added confusion—leaving the potential for those who embark upon exploration feeling more overwhelmed than enlightened.
But we f...
2021-03-1831 minThe Diamond Podcast for Financial AdvisorsBeyond the Numbers: Key Insights from the Fidelity Advisor Movement Study
A conversation with Scott Gorham, Vice President of Competitive Intelligence at Fidelity Institutional, and Louis Diamond
The conversation around “increased advisor movement” might seem anecdotal and obtuse at times, yet it’s anything but. The proof of such commentary comes from many of the industry’s leading reports—one most commonly referenced is the Fidelity Advisor Movement Study.
Conducted by Fidelity regularly since 2014, it’s a cross-industry survey exploring advisor movement within and across industry channels, with a focus on what advisors perceive as the benefits and barriers to making a move.
As a r...
2021-03-0437 min
Retirement Inside Out with Tom LamendolaEp 9: Implementing Organizational Change with Louis DiamondIn today’s show, Tom speaks with Diamond Consultants President Louis Diamond, to discuss all things enterprise value for independent advisors. He also provides a unique and qualified perspective when it comes to company evaluations, implementing plans of continuity and succession, as well as how to effectively add talent. About Louis Diamond: Louis Diamond is the President of Diamond Consultants. He’s helped a number of teams transition to a different employee-model firm or launch an RIA firm. Louis has first-hand knowledge when it comes to working with multi-generational teams in today’s industry.
2021-02-2642 minThe Diamond Podcast for Financial AdvisorsIndustry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change
A conversation with Louis Diamond
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.
Listen...
2021-02-1837 min
Let's Discuss With Diamond PodcastLive Discussions with Diamond Rivera (Carmen R. Guynn Edition)Live Discussions With Diamond Rivera Podcast is talking to St. Louis's own Carmen R. Guynn. From her years in this dance industry, she has become a central figure in the congress and festival scene, with the success of the St. Louis Salsa Congress and etc. With her dedication to showcasing the beauty of Afro Latin dance, this interview will give us a look into Carmen's life, experiences, and so much more. You can catch this upcoming episode on Facebook, YouTube, Tubachataradio.com and other streaming platforms.
#tubachataradio #livediscussionswithdiamondpodcast
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2021-02-031h 18The Diamond Podcast for Financial AdvisorsIndustry Update: 7 Real-World Lessons We Learned on Succession Planning
A conversation with Louis Diamond on next gens, the art of “co-leadership” and future-proofing your firm.
The concept of “succession planning” is one that many view only as a means to an end—designed to fill a gap for an outgoing leader to ensure continuity.
While that is one outcome of such a plan, there’s much more to it.
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 th...
2021-01-2833 minThe Diamond Podcast for Financial AdvisorsFrom Intern to CEO: How an Accidental Entrepreneur Built a $50B+ RIA Empire
A conversation with Adam Birenbaum, CEO of Buckingham Wealth Partners, and Louis Diamond
It may come as a surprise that not every leader in the wealth management industry starts off with a background in the financial space. That said, the role does require a level of innate creativity, along with strategic and critical thinking skills—and it certainly doesn’t hurt to be mentored and nurtured by those who paved a “multi-billion dollar pathway” towards success.
For example, Adam Birenbaum, CEO of Buckingham Wealth Partners, graduated college and jumped into the energy industry. Yet he felt...
2021-01-211h 00The Diamond Podcast for Financial AdvisorsAdvisor-Turned-CEO: How a $2.4B Ameriprise Firm Cracked the Growth Code
A conversation with Jon Kuttin, CEO of Kuttin Wealth Management, and Louis Diamond
Building a successful business is no easy feat—especially if you are the one leading the charge, as well as working on the day-to-day tasks to move the ball forward.
The guest on this episode was once in that same position.
Jon Kuttin, CEO of Kuttin Wealth Management, was a junior at SUNY when he entered the financial services industry as an intern with IDS—the precursor to Ameriprise Financial.
And by the time he graduated, he had t...
2020-12-1057 minThe Diamond Podcast for Financial AdvisorsCreating Sustainable Scale: How CAPTRUST’s Unique Model Drives Enormous Growth and a $1B+ Valuation
A conversation with Rush Benton, Senior Director, Strategic Growth of CAPTRUST and Louis Diamond
The ability to serve clients without conflict and with complete objectivity is typically the reason many advisors choose to build their own independent firms. Because as an RIA, advisors can design and grow their practices as they see fit—liberated from the corporate agenda that is part of the fabric of brokerage firms.
And it is through this “liberation” that we’ve seen the growth of several massive RIA firms making headlines through smart acquisition practices alongside solid organic growth.
2020-11-191h 04
Power Your AdviceEpisode 19 – Financial Advisors Can Find the Right Version of Independence – with Barrett Ayers, Louis Diamond and Jim DicksonAdhesion Wealth, Diamond Consultants, and Sanctuary Wealth are all well-known for their laser focus on providing customized solutions to support the widely varied business models and challenges faced by advisors who are looking to go or already have gone independent.
In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, takes the reins and leads a fascinating discussion with Louis Diamond, Executive Vice President and Head Consultant at Diamond Consultants, and Jim Dickson, CEO of Sanctuary Wealth, about what’s going on in the breakaway and independent channels. They also provide insight and practical options for...
2020-11-1125 minThe Diamond Podcast for Financial AdvisorsIndustry Update on Goldman Sachs: What could a new RIA custodian mean for advisors and the industry?
A conversation with Louis Diamond
Many financial advisors who manage money for ultra-high net worth clients inquire about Goldman Sachs—and whether they are in the game of competitive recruiting.
That answer has long been a hard “no.”
But there have been reports of some significant changes brewing at the firm—changes that seem to indicate that Goldman is going all-in on the RIA custody business.
And that could be a good sign for those looking to leverage a vaunted brand such as Goldman Sachs.
While details are still un...
2020-10-2928 minThe Diamond Podcast for Financial AdvisorsIndustry Update on M&A: Meet the Investors—Why It’s Important for All Advisors to Know Who They AreA conversation with Special Guest Louis Diamond
Whether you’re a wirehouse advisor or already independent, the inevitable challenges you will face at some point in your career are the same: Accelerating growth, creating scale and monetizing your life’s work.
For advisors who may be thinking about independence, how to access transition capital and de-risk your move may be your primary considerations.
And even the most captive of financial advisors recognize that they are building businesses with real enterprise value—and as such, the decision around how and when to monetize is worthy of serious considera...
2020-09-2428 minThe Diamond Podcast for Financial AdvisorsIndustry Update: Understanding the Real Value of a Financial Advisor’s BusinessA conversation on valuation with special guest Louis Diamond
Advisors who are employees of brokerage firms, particularly the wirehouses, face some tough questions as they think about how they want to retire from the businesses they’ve built.
Is their current firm the right place at which to leave their legacy?
Is it right for their clients, their team and their next gen inheritors?
Is it possible that there’s a better opportunity for all stakeholders?
And is making a move relatively late in the game worth the hassle?
...
2020-09-1033 min
Native Diamond PodcastINTERVIEW! | INIMICAL DRIVE | ENEMY EP | ST LOUIS METAL | METALCORE | NATIVE DIAMOND PODCAST |EPISODE # 39 Here's my conversation with: INIMICAL DRIVE! 👇🏼 🦇 👉🏼 First we get to know them w/ my icebreaker ?'s 🧊 👉🏼 Spinning the question on me and making me answer "Worst Band Ever" 😅 👉🏼 Finally dropping their new Enemy EP ⚡️ 👉🏼 Answering what sub genre they fall under 🖤 👉🏼 Naked Hot Tub Event 😆💦 👉🏼 Getting their own Craft Beer "Enemy IPA" by EXIT 6 🍺 👉🏼 Metalcore has evolved 🧐 & Much More! 🔽🔽 THE PLUGS! 🖤🔗 👇🏼👇🏼 Native Diamond Podcast 🔌 https://lnk.bio/BVZ2 Inimical Drive 🔌 https://inimical-drive.square.site/ 🔽🔽 Native Diamond Podcast: Showcasing The Newest Gems In Metalcore! 🎙💎 DON'T HAVE TIME TO FINISH THE VIDEO? 🦇🦇👇🏼👇🏼 Apple Podcasts: https://podcasts.apple.com/us/podcast/native-diamond-podcast/id1495399417 Spotify: https://open.spotify.com/show/0vEko5BfOYUGTl7MBkvYiq?si=zBJakgpPRmWm6ngK9iTr1A
2020-09-021h 01
The Evolving Advisor PodcastEp 026: Mindy & Louis Diamond: Evolving through Education and IndependenceIn this episode, Jeff, Mindy, and Louis discuss: • The bedroom floor days of Diamond Consulting and its evolution to the strong advising company they are today.• What teams and advisors are finding attractive as they explore independence.• Freedom, flexibility, and control in advising.• Building a family-based business. Key Takeaways: • Jettisoning the tried and true transactional recruiting approach and beginning to forge my own approach can make all the difference. Know what is important to you and know what is going on.• Advisors want to be educated a...
2020-08-2051 minThe Diamond Podcast for Financial AdvisorsGrowing Up with Merrill Lynch: A Next-Gen Breakaway StoryA conversation with ex-Merrill advisor Elizabeth “Lizzie” Evans, Managing Partner of Evans May Wealth, and Guest Host Louis Diamond
Retire-in-place programs at the big brokerage firms were designed to create both an opportunity for a senior advisor to monetize his life’s work, while offering the inheritor a chance to “buy” his book—a quick path to building the next gen’s business.
But, as this once next gen inheritor shares, it may not be the best path.
Elizabeth “Lizzie” Evans’ father was a 45-year veteran at Merrill Lynch—and built a practice that was literally a b...
2020-08-1349 minThe Diamond Podcast for Financial AdvisorsHow this Wells Fargo Breakaway is Thriving During the COVID-19 CrisisA conversation between Joseph Eschleman, President of Towerpoint Wealth, LLC and Special Guest Host Louis Diamond
The freedom to creatively market to clients is one of the primary goals of most breakaway advisors. Because to create a unique brand, messaging and voice just isn’t possible as an employee advisor.
In speaking with many independent advisors during this crisis, it is this ability to freely communicate – nimbly and without restrictions – that has proven to be pivotal in strengthening relationships with clients. And the bonus is that many of these advisors are using their voices and messagi...
2020-04-3045 min
Around the DiamondAround The Diamond Episode 41 (Christmas Eve Special)The very special Christmas Eve edition of Around the Diamond is joins with two very special guests for episode 41. This week St. Louis Cardinals World Series Champion re-joins us as our co-host.Then right off the bat... To start off show Milwaukee Brewers Art Charles joins us after he was picked up in the rule 5 draft by the Brewers from the Reds. Before that Art played the 2016 season in the CanAm League with the New Jersey Jackals, finishing off the year with a .353 batting average and 29 homeruns.Later on, we chat with Ottawa Champions closer Tyler Wilson who is turning 27...
2016-12-251h 09