The Diamond Podcast for Financial Advisors

Carnegie Private Wealth's Angie Ostendarp and Jordan Raniszeski share their journey of why they left Wells Fargo and joined LPL's Strategic Wealth Services model.

In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition.

Why this $1.5B Merrill Family Business Opted for Independence.

Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey.

In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.

Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.

A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not.