Sponsored By

Insights on transitions, independence and advisor growth.

Featured on The Diamond Podcast for Financial Advisors

1200x600-Craig-Savage.jpg
Career Moves
Mindy Diamond on Independence: A $6.8B William Blair Advisor on Finding the Benefits of Independence as an EmployeeMindy Diamond on Independence: A $6.8B William Blair Advisor on Finding the Benefits of Independence as an Employee

Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joining William Blair ultimately won out over launching an RIA and how finding the right culture has enhanced his team’s growth.

byMindy Diamond, Columnist: Career Moves
Jun 22, 2023
1200x600-zafran-and-harrison (1).jpg
Career Moves
Mindy Diamond on Independence: The Founding Partners of IEQ Capital on Growth, Culture and the Luminous LeapMindy Diamond on Independence: The Founding Partners of IEQ Capital on Growth, Culture and the Luminous Leap
byLouis Diamond, Mindy Diamond
Jun 15, 2023
mindy-pod-scott-bills.jpg
Career Moves
Mindy Diamond on Independence: What a Move from Merrill Is Really LikeMindy Diamond on Independence: What a Move from Merrill Is Really Like
byMindy Diamond
Jun 8, 2023
1200x600-Ross-Gerber.jpg
Career Moves
Mindy Diamond on Independence: How Ross Gerber’s $2.2B Firm Found Its Voice in IndependenceMindy Diamond on Independence: How Ross Gerber’s $2.2B Firm Found Its Voice in Independence
byMindy Diamond, Louis Diamond
Jun 1, 2023
1200x600-IU-214.jpg
Career Moves
Mindy Diamond on Independence: Considering a Move? Here’s What You Need to KnowMindy Diamond on Independence: Considering a Move? Here’s What You Need to Know
byMindy Diamond, Jason Diamond
May 25, 2023
Diamond-Podcast-IndustryUpdate518.jpg
Career Moves
Mindy Diamond on Independence: Questions Every Advisor Should Ask Before Considering a MoveMindy Diamond on Independence: Questions Every Advisor Should Ask Before Considering a Move
byMindy Diamond, Louis Diamond
May 18, 2023

More from The Diamond Podcast for Financial Advisors

1200x600-Brad-Bueermann.jpg
Career Moves
Mindy Diamond on Independence: Brad Bueermann on M&A, Growth and Maximizing Enterprise Value
Mindy Diamond on Independence: Brad Bueermann on M&A, Growth and Maximizing Enterprise Value
May 11, 2023
byMindy Diamond, Louis Diamond
1200x600-Amir-Monsefi.jpg
Career Moves
Mindy Diamond on Independence: From Merrill Resident Director to Breakaway
Mindy Diamond on Independence: From Merrill Resident Director to Breakaway
May 4, 2023
byMindy Diamond, Columnist: Career Moves
1200x600-Matthew-Blocki.jpg
Career Moves
Mindy Diamond on Independence: An Independent Advisor’s 3x Revenue Growth Story
Mindy Diamond on Independence: An Independent Advisor’s 3x Revenue Growth Story
Apr 27, 2023
byMindy Diamond, Columnist: Career Moves
1200x600-John-Hirtle.jpg
Career Moves
Mindy Diamond on Independence: OCIO Pioneer Jonathan Hirtle on Building a $20B RIA the Organic Way
Mindy Diamond on Independence: OCIO Pioneer Jonathan Hirtle on Building a $20B RIA the Organic Way
Apr 20, 2023
byMindy Diamond, Louis Diamond
ep208-industry-update-1200x600.jpg
Career Moves
Mindy Diamond on Independence: The Banking Crisis and Its Impact on Advisor Movement
Mindy Diamond on Independence: The Banking Crisis and Its Impact on Advisor Movement
Apr 13, 2023
byMindy Diamond, Louis Diamond
1200x600-David--Pulcini-207.jpg
Career Moves
Mindy Diamond on Independence: The Evolution of an Independent Practice
Mindy Diamond on Independence: The Evolution of an Independent Practice
Apr 6, 2023
byMindy Diamond, Louis Diamond
1200x600-Ray-Sclafani-206.jpg
Career Moves
Mindy Diamond on Independence: A Coach’s Advice for Advisors and Teams
Mindy Diamond on Independence: A Coach’s Advice for Advisors and Teams
Mar 30, 2023
byMindy Diamond, Columnist: Career Moves
1200x600-Rory-OHara-205.jpg
Career Moves
Mindy Diamond on Independence: A Former Merrill Advisor’s Team-Based Approach to Growth
Mindy Diamond on Independence: A Former Merrill Advisor’s Team-Based Approach to Growth
Mar 23, 2023
byMindy Diamond, Louis Diamond
1200x600-James-Hughes-201.jpg
Career Moves
Mindy Diamond on Independence: Live Oak Bank's James Hughes on Breakaway Transitions, M&A and Succession
Mindy Diamond on Independence: Live Oak Bank's James Hughes on Breakaway Transitions, M&A and Succession
Mar 16, 2023
byMindy Diamond, Louis Diamond
1200x600-10mm-teams-203.jpg
Career Moves
Mindy Diamond on Independence: Two $10M Teams Leave Wirehouses in One Week
Mindy Diamond on Independence: Two $10M Teams Leave Wirehouses in One Week
Mar 9, 2023
byMindy Diamond, Louis Diamond
Mindy Diamond podcast transition report 2022
Career Moves
Mindy Diamond on Independence: An Update on Advisor Movement in 2022
Mindy Diamond on Independence: An Update on Advisor Movement in 2022
Mar 2, 2023
+1
byMindy Diamond, Louis Diamondand 1 more
1200x600-Michael-Nathanson-202.jpg
Career Moves
Mindy Diamond on Independence: Embracing the Value of Private Equity and Interdependence
Mindy Diamond on Independence: Embracing the Value of Private Equity and Interdependence
Feb 23, 2023
byMindy Diamond, Louis Diamond
1200x600-Shane-Morrow-200.jpg
Career Moves
Mindy Diamond on Independence: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint
Mindy Diamond on Independence: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint
Feb 16, 2023
byMindy Diamond, Louis Diamond
1200x600-Leo-Kelly-199.jpg
Career Moves
Mindy Diamond on Independence: Verdence's Leo Kelly on Breaking Away Twice
Mindy Diamond on Independence: Verdence's Leo Kelly on Breaking Away Twice
Feb 9, 2023
byMindy Diamond, Columnist: Career Moves
David Canter bluespring podcast
Career Moves
Mindy Diamond on Independence: Bluespring's David Canter on M&A, RIAs and More
Mindy Diamond on Independence: Bluespring's David Canter on M&A, RIAs and More
Feb 2, 2023
byMindy Diamond, Louis Diamond
mindy-jason-diamond-podcast.jpg
Career Moves
Mindy Diamond on Independence: An Update on the Continually Evolving Independent Space
Mindy Diamond on Independence: An Update on the Continually Evolving Independent Space
Jan 26, 2023
byMindy Diamond, Columnist: Career Moves
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Industry News & Trends
Mindy Diamond on Independence: A Candid Conversation with Merrill's Andy Sieg
Mindy Diamond on Independence: A Candid Conversation with Merrill's Andy Sieg
Jan 19, 2023
byMindy Diamond, Columnist: Career Moves
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: The Most Valuable Advice for Advisors and Business Owners
Mindy Diamond on Independence: The Most Valuable Advice for Advisors and Business Owners
Jan 12, 2023
byMindy Diamond, Columnist: Career Moves
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: 10 Emerging Trends for 2023
Mindy Diamond on Independence: 10 Emerging Trends for 2023
Dec 22, 2022
byMindy Diamond, Louis Diamond
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: Erin Botsford's Second Act
Mindy Diamond on Independence: Erin Botsford's Second Act
Dec 15, 2022
byMindy Diamond, Louis Diamond
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: Former $1.3B Wells Fargo Advisor on Building a Multi-Generational Firm
Mindy Diamond on Independence: Former $1.3B Wells Fargo Advisor on Building a Multi-Generational Firm
Dec 8, 2022
byMindy Diamond, Louis Diamond
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: How an Ex-Merrill Advisor Found Autonomy, Abundance in Independence
Mindy Diamond on Independence: How an Ex-Merrill Advisor Found Autonomy, Abundance in Independence
Dec 1, 2022
byMindy Diamond, Louis Diamond
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: Steward Partners' Jim Gold on Why Supported Independence Is Thriving
Mindy Diamond on Independence: Steward Partners' Jim Gold on Why Supported Independence Is Thriving
Nov 17, 2022
byMindy Diamond, Louis Diamond
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond On Independence: How a $440M Merrill Team Got Their Mojo Back in Independence
Mindy Diamond On Independence: How a $440M Merrill Team Got Their Mojo Back in Independence
Nov 10, 2022
byMindy Diamond, Louis Diamond
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: 5 Themes Driving Change in the Wealth Management Industry
Mindy Diamond on Independence: 5 Themes Driving Change in the Wealth Management Industry
Nov 3, 2022
byMindy Diamond, Louis Diamond
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: Ex-Wirehouse Advisor on Taking Over the Reins of the Family Business
Mindy Diamond on Independence: Ex-Wirehouse Advisor on Taking Over the Reins of the Family Business
Oct 27, 2022
byMindy Diamond, Louis Diamond
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: A Former $350M UBS Advisor on His Journey From Termination to Expungement to Independence
Mindy Diamond on Independence: A Former $350M UBS Advisor on His Journey From Termination to Expungement to Independence
Oct 20, 2022
byMindy Diamond, Columnist: Career Moves
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: What Made Selling the Right Path for This $2B Firm
Mindy Diamond on Independence: What Made Selling the Right Path for This $2B Firm
Oct 13, 2022
byMindy Diamond, Louis Diamond
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: Tips for Potential Acquirers
Mindy Diamond on Independence: Tips for Potential Acquirers
Oct 6, 2022
byMindy Diamond, Louis Diamond
Diamond-Consultants-Podcast-Promo-Art-1200x600-v2.png
Career Moves
Mindy Diamond on Independence: How a $600M Breakaway Team Transformed Into a $2.8B Business
Mindy Diamond on Independence: How a $600M Breakaway Team Transformed Into a $2.8B Business
Sep 29, 2022
byMindy Diamond, Louis Diamond

Latest news

Larry Restieri and Bob Oros Hightower
Career Moves
Hightower CEO Bob Oros To Step Down
Hightower CEO Bob Oros To Step Down

Feb 11, 2025

empty office chairs
Industry News & Trends
McKinsey Estimates Advisor Shortage of 100,000 by 2034
McKinsey Estimates Advisor Shortage of 100,000 by 2034

Feb 11, 2025

stock market model portfolios
Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

Sign Up for Newsletters
Sign up to receive the latest insights, trends, and analysis.
CE Webinars
View more
Apr 1 - Apr 2, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More

Trusts & Estates Magazine

Trusts Estates February 2025
Read More

Latest Digital Edition

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices