An annual digest for financial advisors with hosts Louis Diamond and Jason Diamond.

A review of the most influential trends that impacted advisors in 2023, plus predictions and actionable guidance for 2024.

Steve Lockshin, founder of AdvicePeriod, Vanilla, and others, offers a unique perspective on how an advisor’s entrepreneurial DNA can drive their ability to serve clients and grow untethered, particularly in the independent space.

What motivated Chris and Brian Cooke to leave the wirehouse world for supported independence with a relatively unknown broker/dealer?

Matt Celenza returns to the podcast to share an insider perspective on “what he wishes he knew before breaking away”—the good and the bad.

Mark Copeland, founder of Signature Estate & Investment Advisors, and Ben Prigal, vice president of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs.

Ghislain Gouraige, a 15-year UBS veteran and former leader of the firm’s Private Wealth Advisory Council, talks about what led him down the path to leave the wirehouse and build NewEdge Wealth with colleague Rob Sechan.

Richard Lofgren, the managing director of Goldman Sachs Advisor Solutions, details how they differentiate from other established custodians, their ideal advisor profile and more.

Mindy Diamond and Louis Diamond share ideas from 25 years of experience to help advisors navigate the daunting process of transition.

Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence, the impact of signing on to the firm’s retire-in-place program, their age as a competitive advantage and much more.