The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

Release Date

‏الحلقات

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

Build, Grow & Transact: David Bahnsen on Building a $10.5B Business Worth Selling

David Bahnsen, Founder & Managing Partner, The Bahnsen Group From $600mm to $10.5B, David Bahnsen built The Bahnsen Group almost entirely through organic growth. He shares the decisions behind that growth, the value of reinvesting in the business, and why selling to longtime part ... عرض المزيد

. 58 دقيقة و25 ثانية

Unleashing Potential: Why Capacity is an Advisor’s Biggest Competitive Advantage

Michael Kim — CEO & President, AssetMark AssetMark CEO Michael Kim explains why advisor growth increasingly depends on creating capacity—and using outsourcing, technology, and AI to spend more time where advisors add the greatest value. In Summary Growth is a priority for nearly ... عرض المزيد

. 49 دقيقة و24 ثانية

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 ... عرض المزيد

. 46 دقيقة و51 ثانية

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 ... عرض المزيد

. 57 دقيقة و23 ثانية