The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

Release Date

All Episodes

Why So Many Successful Advisors Feel Stuck – Best of Replay

With Louis Diamond and Mindy Diamond Louis and Mindy Diamond explore why successful financial advisors can feel stuck despite thriving businesses—and how agency, enterprise value, risk, legacy, and a clear true north can help them evaluate what comes next. In Summary Successful a ... Show more

. 46min 51sec

Build, Grow & Transact: Making the Leap from Northwestern Mutual to a $20B Enterprise

Andy Schwartz CEO, OnePoint BFG Wealth Partners | Kevin Spahn Founder, Spahn Financial (now OnePoint BFG) Two former Northwestern Mutual advisors, two very different paths. Andy Schwartz and Kevin Spahn share what it takes to build, grow, merge, and create lasting enterprise valu ... Show more

. 57min 23sec

Vanguard Acquires Altruist: What It Means for Advisors and the Industry

With Louis Diamond Vanguard’s acquisition of Altruist could reshape RIA custody, bringing together Altruist’s technology with the scale, capital, and reputation of one of the industry’s best-known brands. In Summary Vanguard’s acquisition of Altruist brings one of the financial i ... Show more

. 25min 13sec

Growth Without Compromise: Building Around the Advisor Experience

Shannon Spotswood – CEO, RFG Advisory Choosing a platform isn’t just about technology or economics. It’s about finding a partner that helps you build the business you actually want to own. Shannon Spotswood explains why growth without compromise starts with choosing the right par ... Show more

. 53min 56sec

Build, Grow & Transact: From Breakaway to Transaction in 3 Years

Patrick Larkin, Partner & Practice Leader, Cerity Partners Three years after launching his independent RIA, Patrick Larkin merged with Cerity Partners—but not because that was the original plan. He explains how ownership changed the way he viewed enterprise value, optionality, an ... Show more

. 48min 24sec