The Diamond Podcast for Financial Advisors podcast

Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence

11/4/2024

The Diamond Podcast for Financial Advisors

0:00

1:02:34

Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to build a $1B wealth management business, and more.

Altri episodi di "The Diamond Podcast for Financial Advisors"

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.
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.
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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.
The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between
2/10/2025
46:44
A guide to advisor transitions: due diligence, culture, deals, client comms,and lessons from the $129B Merrill breakaway.

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Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence

The Diamond Podcast for Financial Advisors

Altri episodi di "The Diamond Podcast for Financial Advisors"

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

The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between