The Diamond Podcast for Financial Advisors

Industry coach John Bowen offers actionable advice on mastering the art of team dynamics.

Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year.

CAIS founder Matt Brown details how the firm uses technology to make alternative investments more accessible to the masses.

The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary and more.

Dustin Cali and Daniel Ventura of Praetego Private Wealth broke away to build a business designed for the future, poised for growth and scale, with the freedom to serve clients’ unique needs.

Attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move.

Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their growth from $120 million in assets to $7.5 billion.