The Diamond Podcast for Financial Advisors

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

  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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  51:58

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  51:58
• The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths

  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.

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  50:22

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  50:22
• From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth

  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.

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  55:33

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  55:33
• A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth

  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.

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  52:41

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  52:41
• How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition

  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.

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  46:35

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  46:35

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