The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution
Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA.
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52:03
The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update
A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth.
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38:24
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38:24
Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key elements can future-proof your business and serve as a distinct differentiator.
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51:25
The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now.
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54:30
From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker dealer umbrella.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
Listen to The Diamond Podcast for Financial Advisors, The Prof G Pod with Scott Galloway and many other podcasts from around the world with the radio.net app
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