The Diamond Podcast for Financial Advisors

NorthRock Partners CEO and founder Rob Nelson shares his formula for mastering excellence and creating a superstar enterprise

Ed Friedman, direct of business development and growth at Summit Financial, shares the secret sauce driving the RIA's 3x growth in four years.

Carnegie Private Wealth's Angie Ostendarp and Jordan Raniszeski share their journey of why they left Wells Fargo and joined LPL's Strategic Wealth Services model.

In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition.

Why this $1.5B Merrill Family Business Opted for Independence.

Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey.

John Bowen describes the research from his team at CEG Worldwide regarding what high-net-worth clients want most from their advisors.

What motivated the founders of Holistic Planning to leave Edward Jones after more than four decades? They discuss their thought process, the transition and the growth opportunities they are now experiencing.

Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.

In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.