Episodes

  • What’s on the Minds of Elite Advisors and Teams? A Special Industry Update

    What’s on the Minds of Elite Advisors and Teams? A Special Industry Update
    Feb 6 2025
    What drives the industry’s top advisors and teams? This special episode with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.
    Show more Show less
    36 mins
  • Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business

    Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business
    Jan 30 2025
    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.
    Show more Show less
    54 mins
  • Focus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution

    Focus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution
    Jan 23 2025
    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.
    Show more Show less
    1 hr and 10 mins
  • Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients

    Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients
    Jan 16 2025
    Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4B in AUM to independence and building the business to $6B, including the motivations to make a change at this stage of his career, how they achieved such extraordinary growth in a short time, and much more.
    Show more Show less
    49 mins
  • The Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great

    The Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great
    Jan 9 2025
    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.
    Show more Show less
    32 mins
  • The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster

    The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster
    Dec 26 2024
    A free session on accelerating growth via marketing with one of the leading firms in the wealth management industry. They offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and much more.
    Show more Show less
    55 mins
  • 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.
    Show more Show less
    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.
    Show more Show less
    48 mins