Episodios

  • Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”

    Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”
    May 22 2025
    With John Thiel – Founder and Executive Chairperson, Indivisible Partners Overview John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners, is carving a new path for those seeking a firm with a greater focus on the advisor. Watch it... Listen in... > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode... After nearly three decades with Merrill, John Thiel left the firm and his position as the Head of Wealth Management with just one regret: the feeling that there was more to be accomplished in the wealth management industry. After seven years of remaining connected to the industry through consulting, board work, and similar endeavors, John’s vision for redefining the advisor’s role and what advice truly means to clients gained greater focus. John’s experience at Merrill, where he rose through the ranks from advisor to management over the years, provided him with a unique perspective and valuable experience that few can claim. It’s a trend we’re seeing more of these days—one in which members of the C-suites at the industry’s wirehouses are inspired to build a new independent business based on their knowledge of the gaps that exist in our ever-changing landscape. Such “breakaway leaders” like John have a knack for seeing all sides of the circle—and they’re willing to bet their reputations on taking a shot at building the next big thing. And that’s the very space from which Indivisible Partners was born. John joins Mindy Diamond in this episode to discuss his journey and outline his vision, including: His experience at Merrill—and why he chose to leave the firm and the wirehouse world behind. The gaps he saw in the wealth management industry—and how he sees Indivisible Partners filling them. Indivisible’s value proposition—and why building a firm that “invests in the advisor” is a unique and attractive proposal. The management team he assembled—and how this top talent from the C-suite is working together to build out something “special.” The role of a “servant leader”—and why he thinks advisors want someone who is more than a supervisor. His thoughts on the future of wealth management—and how the past is coloring the evolution we are seeing today. John sees the wealth management industry as having a bright future and recognizes that change is a big part of that. Listen in for a unique perspective on what lies ahead. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources You ARE Vulnerable: A Reality Check for All Wirehouse Advisors There is a new reality for advisors who work for a wirehouse: An undercurrent of vulnerability. Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not. The 2025 Annual Report on Transitions and Deals for Financial Advisors – 2024 Activity Data Data-driven insights and analysis on advisor transitions, deals, and the evolving wealth management industry landscape. John Thiel Founder, Executive Chairman John’s multi-faceted role is to lead Indivisible Partners’ Operating Committee structure by helping set its vision and strategy as well as running the firm and attracting the best advisor talent available.
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    1 h y 2 m
  • What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies

    What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies
    May 15 2025
    In an episode that serves as a free coaching session on the key techniques that the most successful advisors use to build and grow their practices, Dave shares proven strategies honed from his tenure at Merrill, his three bestselling books, and his advisor coaching practice.
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    51 m
  • Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office

    Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
    May 8 2025
    Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm.
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    51 m
  • If You Build It, Will They Buy It? A Special Industry Update on M&A

    If You Build It, Will They Buy It? A Special Industry Update on M&A
    May 1 2025
    A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards.
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    44 m
  • The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus

    The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus
    Apr 24 2025
    Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth.
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    54 m
  • The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence

    The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence
    Apr 17 2025
    Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independence, and more.
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    39 m
  • Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency

    Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency
    Apr 10 2025
    The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more.
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    1 h y 20 m
  • “The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business

    “The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business
    Apr 3 2025
    Steven Jarvis, the founder and CEO of Tax Retirement Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more.
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    49 m
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