The Diamond Podcast for Financial Advisors Podcast Por Mindy Diamond Financial Advisor Recruiter and Consultant arte de portada

The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors

De: Mindy Diamond Financial Advisor Recruiter and Consultant
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 Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.©2024 Diamond Consultants, Inc. All rights reserved. Economía Exito Profesional Finanzas Personales Gestión y Liderazgo Liderazgo
Episodios
  • The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution

    The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution
    Jul 10 2025
    Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA.
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    52 m
  • The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update

    The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update
    Jun 26 2025
    A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth.
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    38 m
  • Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management

    Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
    Jun 19 2025
    The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key elements can future-proof your business and serve as a distinct differentiator.
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    51 m
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