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.

Steve Brennan, managing director and head of private wealth solutions at Hamilton Lane, discusses how democratized access to private markets has helped foster growth beyond the wirehouses, the impact on an advisor's business and more.

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.

Evolution Managing Partner and coach Erin Rocchio shares strategies for advisors to break free of the "what if" inertia.