The Diamond Podcast for Financial Advisors podcast

Democratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space

1.8.2024

The Diamond Podcast for Financial Advisors

0:00

57:36

Matt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for firms. Plus, he offers his thoughts in the inaugural Founder’s Blueprint segment.

Flere episoder fra "The Diamond Podcast for Financial Advisors"

Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity
18.12.2025
45:13
Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience.
The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth
11.12.2025
52:27
FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management.
Gå ikke glip af nogen episoder af “The Diamond Podcast for Financial Advisors” - abonnér på podcasten med gratisapp GetPodcast.
The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual
4.12.2025
51:58
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.
The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths
20.11.2025
50:22
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.
From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth
13.11.2025
55:33
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.
A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth
6.11.2025
52:41
Alex Markowitz, a former Merrill advisor, shares how independence gave him freedom to build a firm defined by empathy, collaboration, and a “financial physician” approach to client care.
How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition
30.10.2025
46:35
As TROs and lawsuits make headlines, two top attorneys who specialize in transitions share how advisors can minimize risk, protect client relationships, and make a clean move with confidence.
Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms
23.10.2025
1:03:24
Having built and sold two world-class firms, the founder of Rise Growth Partners shares lessons on leadership, innovation, and how growth requires constant reinvention.
Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm
16.10.2025
49:19
Former Edward Jones advisor Steve Davis shares how he built a lean, focused independent firm with LPL and what freedom really means.
Sanctuary 2.0: How Adam Malamed Is Reframing Growth with Advisor Autonomy
9.10.2025
56:57
The CEO of Sanctuary Wealth shares how the firm doubled in size, redefining supportive independence and advisor growth in wealth management.

Flere episoder

Få adgang til hele det store podcastunivers med gratisappen GetPodcast.

Abonnér på dine favoritpodcasts, lyt til episoder offline, og få spændende anbefalinger.

Privatlivspolitik
Kolofon
Danmark

Democratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space

The Diamond Podcast for Financial Advisors

Flere episoder fra "The Diamond Podcast for Financial Advisors"

Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity

The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth

The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual

The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths

From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth

A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth

How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition

Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms

Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm

Sanctuary 2.0: How Adam Malamed Is Reframing Growth with Advisor Autonomy