The Diamond Podcast for Financial Advisors

著者： Mindy Diamond Financial Advisor Recruiter and Consultant
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  • サマリー

  • 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.
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あらすじ・解説

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.
リーダーシップ 個人ファイナンス 就職活動 経済学
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エピソード
  • How to Set Up Your Business to Maximize Enterprise Value

    How to Set Up Your Business to Maximize Enterprise Value
    2024/11/21
    Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples.
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    38 分
  • Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond

    Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond
    2024/11/14
    Allan Boomer, the CIO of Momentum Advisors, shares his journey from a working-class background to an internship at Merrill and later landing at Goldman. In this episode, he discusses leaving Goldman to gain the ability to act as a true fiduciary in independence, the role of diversity as his “superpower,” his vision for a “100-year business,” his focus on long-term growth, and more.
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    55 分
  • FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience

    FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience
    2024/11/07
    Susan McKenna, CEO of eMoney, explores the fintech firm’s evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney’s tools foster client conversations and enhance experiences, shares insights on the future, and more.
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    41 分

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