Two years ago, I created a research project about American Sign Language in the history of communication and deaf education. During my research, I interviewed leaders of deaf organizations and several educators from Gallaudet University (a university for the education of the deaf and hard of hearing). From my interviews with deaf people, the family of deaf people, and deaf educators, I learned about the status and gaps in deaf education and social equality and inclusion issues for deaf peopl ...
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“It was just a simple computer prank. How could I have known that it would almost get us all killed?” When sixteen year old Cai Peterson poses as an online troll to relieve the boredom after being grounded for drinking at a party, he tangles with a cyberstalker who’s not only willing to make his virtual life miserable, but his real life as well. As Cai searches for the stalker, it seems like nearly everyone in his sleepy Texas town has something to hide. Surrounded by suspects, Cai has to na ...
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Fashion, Beauty, Lifestyle Blogger, Influencer, and NOW Podcaster. Again.
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Exploring everything to do with switching off in a world that's always on.
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Welcome to my channel, this is not a private account, I made it to try to find somewhere I can belong, somewhere I can tell anything not afraid of anything lol... (〃ω〃)Hope that you will find sth you love, hope that you will love my voice, my stories, my bull-shit things I say...(*´꒳`*)hope that you will feel mild, free, no-stress when being here... welcome to my world, and your world, too! ヾ(๑╹◡╹)ノ"
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Many of us start off with a plan or conception of what our life and career will look like, but often times we end up in a completely different place than we ever could have dreamed? This is a podcast where we sit down with celebrities, athletes, and entrepreneurs to hear how they handled life's unexpected events. I am your host Andrew East, engineer turned professional athlete turned entrepreneur and I can’t wait to share these stories with you to help inspire you to reach your dreams.
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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The Founder is a show that features world-class entrepreneurs and their early stories of ingenuity, struggle and perseverance to get their companies off the ground. Kallaway goes in-depth with founders in straight talk, uncensored conversations to understand their thoughts, feelings and actions behind the big decisions that influenced the direction of their startup. At the end of each episode, founders share their 1-2 favorite ideas for other businesses they wish existed and we riff on how t ...
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1
Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses
56:20
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With Michael Henley, Founder & CEO of Brandywine Oak Private Wealth; Matt Liebman, CEO of Amplius Wealth Advisors, Jerry Davidse, CEO of Presilium Private Wealth Overview Three Merrill breakaways offer unique perspectives on the process of considering change, life outside the wirehouse, and filling the gaps that one might experience when leaving a …
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Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision
31:10
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With Mindy Diamond and Jason Diamond Overview Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives. Listen in… > Download a transcript of th…
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What You Need to Know About Marketing Your Wealth Management Business: Tips from a CMO
45:27
45:27
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With Gordon “Gordy” Abel, CMO, Dynasty Financial Partners Overview 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 for employees of an established firm or someone just launching a new independent entity. …
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Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B
50:40
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With CEO Jason Andrews, & COO Ross Bauer, Founders of Merritt Point Wealth Advisors Overview The “affiliation channel slide” has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted i…
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The Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence
48:35
48:35
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With John Bowen, CEO and Founder, CEG Worldwide, LLC Overview Industry coach John Bowen demonstrates how building and fostering the development of your “Dream Team” can be the game changer your business is waiting for. It’s an episode that serves as a free coaching session with actionable advice for employee advisors and business owners alike. List…
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Mid-Year Report on Deals, Transitions, and Recruiting
42:59
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With Louis Diamond and Jason Diamond Overview Using the Diamond Consultants trademark data-driven analysis and insights on recruiting and deals, 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. Listen in… > Download a transcript of thi…
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Democratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space
57:36
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With Matt Brown – Founder, Chairman, & CEO, CAIS Overview Matt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for firms. Plus, he offers his thoughts …
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Becoming the Clients’ Financial Concierge: $2B UBS Breakaways Set Their Sights on Being Fiduciaries for the Long-Term
1:06:13
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With Russell Crow and William “Billy” Diehl — Partners, Managing Directors, Beacon Pointe Overview The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary, the responsibility to a client and advisor’s business on serving an expanding list of client needs, taking a…
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Succession and Liquidity: Key Considerations and Options for Founders and Next Gens
56:29
56:29
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With Jeremy Holly, Executive Vice President Strategic Business Development and Jared Fingeret, Senior Vice President—LPL Financial Overview Succession and monetization are hot topics for advisors in every model. LPL Financial’s Liquidity and Succession program representatives discuss what advisors, independent business owners, and next gens need to…
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Playing the Long Game: Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm
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With Jeff Brown – President, Stratos Private Wealth Overview Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging “what if” feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his business and later a majority stake. Now,…
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1
Sustainable and Scalable Growth: A Leading Coach’s Advice on How to Achieve it
47:06
47:06
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Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. It’s like having a free session on growth with one of the best coaches in the business.
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Build, Grow, and Scale: How a Young Bank Brokerage Team is Achieving Their Goals in Independence
51:50
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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.
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Buying, Selling, or Transitioning Your Business: An Attorney’s Advice
53:51
53:51
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Expert industry 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, plus how to prepare your business for change, with actionable best practices to adopt today.…
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Are You Vulnerable? An Advisor’s Guide to Surviving and Thriving in a Hyper-Compliant Environment— A Special Industry Update
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In a world managed to the lowest common denominator and driven by heavy-handed compliance, every employee advisor is vulnerable. In this episode, Mindy and Louis break it all down, share warning signs all advisors should pay attention to and proactive steps an advisor can take to protect themselves.
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Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment
57:17
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Building a firm from $120mm in assets to over $7.5B in just 6 years is an incredible feat. 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 astounding success.
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A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond
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After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250mm in AUM. Today, they manage $3B and have 20 advisors on their team. Reza discusses how the decision to break away led to tremendous growth.…
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Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise
56:54
56:54
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Since his last visit on the show 5 years ago, Rob Nelson’s NorthRock Partners has grown exponentially, serving a high net worth client base of professional athletes, entrepreneurs, and corporate executives. Rob offers valuable lessons derived from finding the “clearest path to excellence” for his clients and the NorthRock team.…
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$10B Summit Financial’s 3X Growth in 4-Years: The Story Behind the Rise of a 42-Year-Old RIA
56:46
56:46
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The Director of Business Development and Growth, Ed Friedman, shares the secret sauce driving Summit’s growth surge. It’s a perspective on the evolved independent space, with actionable advice on culture, outsourcing, the value of minority investors, and other essential insights for advisors and business owners.…
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How the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective
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Attorney Matt Baum breaks down the facts on the latest FTC Noncompete Rule, the potential impact on an advisor’s business, current agreements, the ability to transition, and more.
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A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model
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In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the right fit and how it’s changed their path toward the future.…
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How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update
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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. In this special episode, Mindy and Louis Diamond share a process for answering the seminal question: Is change really worth it?
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Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence
1:02:34
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Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to build a $1B wealth management business, and more.
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Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness
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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. Learn the motivations and drivers that lead not only to success but to a better quality of life.
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Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services
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51:08
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In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items to help advisors get started on a new path to thinking about delivering exactly what clie…
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4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth
51:24
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What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experiencing.
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What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance
47:11
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Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.
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An Industry Update on Advisor Transitions and Deals: The 2023 Report
40:58
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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.
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Growth Strategies: An Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
1:01:09
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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.
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Top Tips for Setting Your Business Up for Success Years Before a Move: An Industry Update
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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.
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The Next Chapter: Former First Republic Head Launches RIA with Backing from PE Firm Summit Partners
58:27
58:27
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Former President of First Republic Private Wealth Management Bob Thornton talks about the fallout from the banking crisis and his new chapter building an RIA backed by private equity firm Summit Partners.
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Youngest Brit to Climb The Seven Summits I Geordie Stewart #19
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Welcome to the Unplugged Pod 🌿, where hosts Hector and Dave delve into everything to do with switching off in a world that's always on. In this series, they explore the allure of the great outdoors, the thrill of adventure, and what it means to truly disconnect, through the captivating stories of British Adventurer, Geordie Stewart. 🏔 Conquering He…
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Trading Short-Term Gain for Long-Term Success: An $850mm UBS Breakaway Story
57:29
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Former UBS advisor Barry Mitchell discusses why he messed with success in the quintessential narrative for financial advisors around how to think about change, due diligence, the transition process, and more.
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Use Your Limited Time Effectively I Andy Ayim MBE #18
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Welcome to episode #18 of The Unplugged Pod, where we delve into everything to do with switching off, in a world that's always on. In this episode, our guest Andy Ayim MBE, a luminary in the tech and entrepreneurial space, shares his insights and experiences. 🌎 Unplugging with Backpacking and Swimming Andy begins by discussing his unique methods of…
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Bourbon, Real Estate, and Golf Courses: How Innovations in Investments, Training, and Client Service Built a $9.4B Business
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Gary Furukawa and Erik Morgan of Freestone Capital share how their success is driven by creating unique solutions for clients, training their team, and managing investments.
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Phone-Free Travel Will Change Your Life I Dr Wenjie Cai #17
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🎙 "The Unplugged Pod" Featuring Dr. Wenjie Cai Welcome to "The Unplugged Pod," the go-to podcast for anyone looking to switch off in a world that's always on. In this enlightening episode, we delve into the art of unplugging with our special guest, Dr. Wenjie Cai, a renowned expert in digital-free travel and cultural explorations. 🌊 Unplugging thro…
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Embracing a Growth Mindset: Best Practices for Top Advisors from AllianceBernstein’s Head of Private Wealth
49:22
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Top firm leader, Onur Erzan discusses how a growth mindset transcends AllianceBernstein’s culture, from its enhanced value proposition to its blend of proprietary and open architecture solutions.
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How Your Screen Time Impacts The Climate I Harrison Osterfield #16
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51:30
Welcome to a brand new episode of The Unplugged Pod! In this exciting installment, we have a special guest, none other than the talented actor, Harrison Osterfield. Join us as we dive into the world of digital detoxing, Harrison's unforgettable experiences in Antarctica, the unique challenges of managing a massive social media following, and the st…
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Building a Business with Intention: The $5B Callan Family Office Recipe for Success
58:54
58:54
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Jack Ginter, CEO and Partner of Callan Family Office, discusses how understanding the unique needs of clients and delivering upon those needs are the key to building a world-class advisory business. The 30-year industry veteran shares his journey and offers actionable advice to advisors of all levels.…
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Founder’s Journey Nearly Led Me To Suicide I James Roycroft-Davis #15
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Founder’s Journey Nearly Led Me To Suicide I James Roycroft-Davis #15By Unplugged.rest
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2023’s Most Valuable Insights on Transitions, Independence, and Advisor Growth
1:09:09
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A compendium of the best advice from top advisors on eliminating limitations and bureaucracy, fostering growth, maximizing business value, and ensuring your firm is the right place for your clients and business for the long term.
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Building A Business After A Breakdown I Lottie Unwin #14
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Building A Business After A Breakdown I Lottie Unwin #14By Unplugged.rest
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Christmas Special 2023 | James Ware #13By Unplugged.rest
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An Advisor’s Guide to 2024: The Impact of 2023 on the Coming Year
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A review of the most influential trends that impacted advisors in 2023, plus predictions and actionable guidance for 2024 to help advisors think more strategically and set longer-term goals to grow, protect, and future-proof their businesses.
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Why You Should Visually Detox I Marine Tanguy #12
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David and Hector sit down with Tedx speaker and entrepreneur Marine Tanguy who is author of the upcoming book Visual Detox. The Unplugged Pod explores everything to do with switching off in a world that's always on. Your Hosts: David Windsor & Hector HughesBy Unplugged.rest
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Barron’s Top Advisor and Industry Visionary Steve Lockshin: Lessons from the Life of a Serial Entrepreneur
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The 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.
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The Power Of Community & Ironman Triathlons I AJ #11
1:04:19
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David and Hector sit down with AJ, who's spent the last two years running Foundrs- a community of some of the countries top founders. The discussion covers everything from forming deep connections to what it takes to complete an Ironman. The Unplugged Pod explores everything to do with switching off in a world that's always on. Your Hosts: David Wi…
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The Founding Sanctuary Team: How These Wells Fargo Breakaways Built a $2.4B Business
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What motivated this $1.6B multi-generational Wells Fargo team to leave the wirehouse world for supported independence with a relatively unknown broker dealer? Chris and Brian Cooke of Cooke Financial discuss their decision, growth, and more.
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Mental Health Crisis At Universities I Georgia Gibson #10
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David and Hector sit down with Georgia Gibson, founder of Youni to chat about the current state of mental health at University. The Unplugged Pod explores everything to do with switching off in a world that's always on. Your Hosts: David Windsor & Hector HughesBy Unplugged.rest
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$1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill
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The founder of Boulevard Family Wealth revisits the show 6 years later to share an insider perspective on what he wishes he knew before breaking away from Merrill, including greater access to everything his UHNW clients needed and the positive impact on client service and growth.
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1
10 Days On A Desert Island I Ben Saul-Garner #9
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David and Hector sit down with Ben Saul-Garner, founder of Attachment & Rebel Book Club and recently returned from 10 days alone on a desert island. The Unplugged Pod explores everything to do with switching off in a world that's always on. Your Hosts: David Windsor & Hector HughesBy Unplugged.rest
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