The Diamond Podcast for Financial Advisors podcast

Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing

12/30/2025

The Diamond Podcast for Financial Advisors

0:00

59:19

Advisors are now weighing options once reserved for institutional executives. This conversation examines how a collaborative initiative between Diamond Consultants and Dynasty Investment Bank delivers objective, investment-banking-level analysis to help advisors evaluate value, control, and long-term outcomes with clarity.

More episodes from "The Diamond Podcast for Financial Advisors"

Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing
il y a 13 heures
59:19
Advisors are now weighing options once reserved for institutional executives. This conversation examines how a collaborative initiative between Diamond Consultants and Dynasty Investment Bank delivers objective, investment-banking-level analysis to help advisors evaluate value, control, and long-term outcomes with clarity.
Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity
12/18/2025
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.
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The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth
12/11/2025
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
12/4/2025
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
11/20/2025
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
11/13/2025
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
11/6/2025
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
10/30/2025
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
10/23/2025
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
10/16/2025
49:19
Former Edward Jones advisor Steve Davis shares how he built a lean, focused independent firm with LPL and what freedom really means.

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Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing

The Diamond Podcast for Financial Advisors

More episodes from "The Diamond Podcast for Financial Advisors"

Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing

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