The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and ConsultantMindy Diamond Financial Advisor Recruiter and Consultant
Release Date

‏الحلقات

Deep Research: How Smart Money Evaluates Wealth Management Firms

Steve Chubak, Managing Director at Wolfe Research What can advisors learn from the way institutional investors evaluate wealth management firms? Wolfe Research’s Steve Chubak offers a different lens on growth, recruiting, AI, pricing, M&A, and what separates stronger firms from t ...  عرض المزيد

 . 49 دقيقة و56 ثانية
The Trust Behind the Transition: UBS Breakaways on What It Takes to Move $1B in a Matter of Months

Michael Lee & Steve Armaly—Founders & Managing Partners, Ox Road Capital After leaving UBS to launch Ox Road Capital, Michael Lee, Steve Armaly, and their partners crossed $1B in AUM in just 225 days. They share how years of client trust, partner alignment, and a client-first vis ...  عرض المزيد

 . 51 دقيقة و41 ثانية
The Wirehouse Talent Battle: Winners, Losers and What’s Changing

A Special Industry Update with Louis Diamond and Jason Diamond Wirehouse advisor movement accelerated sharply in the first half of 2026. Louis and Jason Diamond unpack the numbers, the forces driving them, and what they reveal about an increasingly competitive advisor marketplace ...  عرض المزيد

 . 45 دقيقة و19 ثانية
The Modern Family Office: Cresset’s CEO & Head of AI on Building for the Future

With Susie Cranston, CEO, Cresset | Kelly Wagman, PhD, Director, Head of AI Strategy, Cresset Cresset CEO Susie Cranston and Head of AI Strategy Kelly Wagman explore the modern family office, AI as a scale enabler, human-led advice, equity, culture, and what Cresset is building n ...  عرض المزيد

 . 53 دقيقة و9 ثانية