The Diamond Podcast for Financial Advisors podcast

Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services

3/28/2024

The Diamond Podcast for Financial Advisors

0:00

51:08

In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items to help advisors get started on a new path to thinking about delivering exactly what clients want.

More episodes from "The Diamond Podcast for Financial Advisors"

How the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective
maŋit okta beaivi
29:17
Attorney Matt Baum breaks down the facts on the latest FTC Noncompete Rule, the potential impact on an advisor’s business, current agreements, the ability to transition, and more.
A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model
4/25/2024
1:02:16
In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the right fit and how it’s changed their path toward the future.
Don't miss an episode of “The Diamond Podcast for Financial Advisors” and subscribe to it in the GetPodcast app.
How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update
4/18/2024
35:00
In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition. In this special episode, Mindy and Louis Diamond share a process for answering the seminal question: Is change really worth it?
Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence
4/11/2024
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.
Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness
4/4/2024
54:13
Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey. Learn the motivations and drivers that lead not only to success but to a better quality of life.
Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services
3/28/2024
51:08
In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items to help advisors get started on a new path to thinking about delivering exactly what clients want.
4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth
3/21/2024
51:24
What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experiencing.
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
3/14/2024
47:11
Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.
An Industry Update on Advisor Transitions and Deals: The 2023 Report
3/7/2024
40:58
In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.
Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
2/29/2024
1:01:09
Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.

More Episodes

Get the whole world of podcasts with the free GetPodcast app.

Subscribe to your favorite podcasts, listen to episodes offline and get thrilling recommendations.

Privacy Policy
Imprint
United States

Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services

The Diamond Podcast for Financial Advisors

More episodes from "The Diamond Podcast for Financial Advisors"

How the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective

A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model

How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update

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

Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness

Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services

4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth

What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance

An Industry Update on Advisor Transitions and Deals: The 2023 Report

Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise