The Diamond Podcast for Financial Advisors

A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors.

Bill Good and Frantz Widmaier of Bill Good Marketing offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and more.

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, compensation, private equity, the wirehouse recruiting race and more.

DayMark Wealth Partners' Mike Quin describes his experience leaving the wirehouse world at Wells Fargo and going independent.

Momentum Advisors' Allan Boomer details his journey from a Merrill intern to Goldman Sachs to independence as a true fiduciary.

eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

Dylan O’Shea reveals what pulled him away from Merrill and to Quorum Private Wealth.