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The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors

Auteur(s): Mindy Diamond Financial Advisor Recruiter and Consultant
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À propos de cet audio

 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. Finances personnelles Gestion et leadership Économie
Épisodes
  • The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual

    The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual
    Dec 4 2025
    Park Avenue Capital CEO Pete Tiboris shares how he and his partners built a $4B enterprise inside Northwestern Mutual through intentional design, a pod-based advisor structure, a culture built on fit and alignment, and an unwavering focus on the client experience.
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    52 min
  • The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths

    The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths
    Nov 20 2025
    In this replay of an engaging live webinar, four advisors who left Merrill, UBS, Wells, and Morgan Stanley share what tipped the scale, what surprised them, and what they wish they’d known before making a move.
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    50 min
  • From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth

    From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth
    Nov 13 2025
    After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform purpose-built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like for elite advisors.
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    56 min
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