The Diamond Podcast for Financial Advisors

Momentum Advisors' Allan Boomer details his journey from a Merrill intern to Goldman Sachs to independence as a true fiduciary.

eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

Dylan O’Shea reveals what pulled him away from Merrill and to Quorum Private Wealth.

Evolution Managing Partner and coach Erin Rocchio shares strategies for advisors to break free of the "what if" inertia.

Justin Berman details the thinking behind his move from Goldman Sachs to independence in 2010, followed by the merger with Cresset Asset Management.

Three Merrill breakaways offer their perspectives on the process of considering change and life outside the wirehouse.

Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition and more.