The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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Content provided by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Similar to The Diamond Podcast for Financial Advisors
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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continue reading
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The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between
Manage episode 509929304 series 2321042
Content provided by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
A Special Industry Update, With Jason Diamond and Mindy Diamond
Overview
From due diligence to culture fit, client communication to deal evaluation, there’s far more to moving than meets the eye. In this special Industry Update, Jason and Mindy unpack the real playbook behind advisor transitions – the triggers, misconceptions, and timelines – plus lessons from the recent $129B Merrill breakaway that prove why no advisor is “too big” for change.
Listen in…
> Download a transcript of this episode…
NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
About this episode…
Everything about a transition can seem incredibly overwhelming.
From understanding “the why’s” of a move, then conducting due diligence, and on to aligning the right models, and selecting the best firms, it might seem like a fairly linear process.
And for some it can be.
But for others, the layers of minutiae can be daunting.
Essentially, it comes down to the adage, “You don’t know what you don’t know.”
In this episode, Jason Diamond is joined by Mindy, to fill in some of those blanks and share some inside baseball on how to get from here to there, including:
- The main triggers that drive an advisor to consider a move—and why it’s typically not about frustration.
- The biggest misconceptions about change—and what most advisors say after they’ve transitioned.
- Conducting due diligence—and what key pieces of information you need to gather in the process.
- Assessing culture—and how to really get a sense of what a firm stands for.
- Transition deals—and how to identify if they are indeed a gift or a trap.
- The timeline of a move—and how long it really takes from exploration to transition.
- Communicating with teams and clients—and what you can or can’t do, and when.
Plus, they add context to their advice by drawing from experience gained in the recent $129B Merrill breakaway move.
Essentially, it’s a download of “everything you need to know when considering a move.”
Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.
Related Resources
The $129B Blockbuster Move: Shirl Penney on Why This Transition Marks a New Era for the Industry
The $129B OpenArc breakaway marks a watershed moment for wealth management. In this Rapid Reaction episode, Louis Diamond and Shirl Penney unpack what it means for the RIA model, advisors, and the future of industry competition.
The Missing Narrative of the $129B Merrill Breakaway Story
The largest (and quite possibly most significant) advisor breakaway in industry history made news this week. Yet instead of leading with the scale or significance of the move, headlines centered on Merrill’s lawsuit alleging corporate raiding.
Transition Announcement: $129B Merrill Team Launches OpenArc Corporate Advisory with Support from Dynasty, Schwab, and Diamond Consultants
We’re proud to share that one of the industry’s largest and most decorated advisor teams has launched OpenArc Corporate Advisory, a new national firm based in Atlanta, GA. It’s a hallmark transition from Merrill, with more than a decade of consulting and guidance from Diamond Consultants.
Also available on your favorite podcast app and other media sites
301 episodes
Share
Manage episode 509929304 series 2321042
Content provided by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mindy Diamond Financial Advisor Recruiter and Consultant and Mindy Diamond Financial Advisor Recruiter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
A Special Industry Update, With Jason Diamond and Mindy Diamond
Overview
From due diligence to culture fit, client communication to deal evaluation, there’s far more to moving than meets the eye. In this special Industry Update, Jason and Mindy unpack the real playbook behind advisor transitions – the triggers, misconceptions, and timelines – plus lessons from the recent $129B Merrill breakaway that prove why no advisor is “too big” for change.
Listen in…
> Download a transcript of this episode…
NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
About this episode…
Everything about a transition can seem incredibly overwhelming.
From understanding “the why’s” of a move, then conducting due diligence, and on to aligning the right models, and selecting the best firms, it might seem like a fairly linear process.
And for some it can be.
But for others, the layers of minutiae can be daunting.
Essentially, it comes down to the adage, “You don’t know what you don’t know.”
In this episode, Jason Diamond is joined by Mindy, to fill in some of those blanks and share some inside baseball on how to get from here to there, including:
- The main triggers that drive an advisor to consider a move—and why it’s typically not about frustration.
- The biggest misconceptions about change—and what most advisors say after they’ve transitioned.
- Conducting due diligence—and what key pieces of information you need to gather in the process.
- Assessing culture—and how to really get a sense of what a firm stands for.
- Transition deals—and how to identify if they are indeed a gift or a trap.
- The timeline of a move—and how long it really takes from exploration to transition.
- Communicating with teams and clients—and what you can or can’t do, and when.
Plus, they add context to their advice by drawing from experience gained in the recent $129B Merrill breakaway move.
Essentially, it’s a download of “everything you need to know when considering a move.”
Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.
Related Resources
The $129B Blockbuster Move: Shirl Penney on Why This Transition Marks a New Era for the Industry
The $129B OpenArc breakaway marks a watershed moment for wealth management. In this Rapid Reaction episode, Louis Diamond and Shirl Penney unpack what it means for the RIA model, advisors, and the future of industry competition.
The Missing Narrative of the $129B Merrill Breakaway Story
The largest (and quite possibly most significant) advisor breakaway in industry history made news this week. Yet instead of leading with the scale or significance of the move, headlines centered on Merrill’s lawsuit alleging corporate raiding.
Transition Announcement: $129B Merrill Team Launches OpenArc Corporate Advisory with Support from Dynasty, Schwab, and Diamond Consultants
We’re proud to share that one of the industry’s largest and most decorated advisor teams has launched OpenArc Corporate Advisory, a new national firm based in Atlanta, GA. It’s a hallmark transition from Merrill, with more than a decade of consulting and guidance from Diamond Consultants.
Also available on your favorite podcast app and other media sites
301 episodes
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Similar to The Diamond Podcast for Financial Advisors
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
9k286
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Awarded Best of Apple Podcasts, The $100 MBA Show delivers practical business lessons for the real world. These no fluff episodes are packed with only the pure business building training you want. Omar Zenhom shares lessons, strategies and insights from 20+ years of entrepreneurship. He’s bootstrapped two multi-million dollar businesses (and several smaller businesses, too). Join him for short, actionable lessons on how to do everything from validating your idea, to audience-building and mar ...
…
continue reading
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Go offline with the Player FM app!
Go offline with the Player FM app!
