The Diamond Podcast for Financial Advisors

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.

Mindy Diamond and Jason Diamond provide strategies to help advisors through the decision-making process.

Industry thought leader Carl Richards offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.

Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition and more.

Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors demonstrate how their transition from Wells Fargo PCG to FiNet resulted in new growth opportunities.

Industry coach John Bowen offers actionable advice on mastering the art of team dynamics.