Podcast Episodes
Back to SearchLife After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm
Season 1 Episode 331
With Steve Davis, Founder & CEO, Madison & Elm Wealth Management
Overview
After more than a decade at Edward Jones, Steve Davis realized he’d outgrown the model. He wanted more …
Published on 9 hours ago
Sanctuary 2.0: How Adam Malamed Is Reframing Growth with Advisor Autonomy
Season 1 Episode 330
With Adam Malamed—CEO, Sanctuary Wealth
Hosted by Louis Diamond
Overview
Supportive independence has become one of the most dynamic segments of wealth management, offering advis…
Published on 1 week ago
The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between
Season 1 Episode 329
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 t…
Published on 2 weeks ago
The $129B Blockbuster Move: Shirl Penney on Why This Transition Marks a New Era for the Industry
Season 1 Episode 328
With Shirl Penney—President and CEO, Dynasty Financial Partners, Hosted by Louis Diamond
Overview
The $129B OpenArc breakaway marks a watershed moment for wealth management. In …
Published on 2 weeks, 3 days ago
Running It Back: What It Takes to Build a Multi-Billion-Dollar Firm
Season 1 Episode 327
With John Krambeer, Founder and CEO, Validus Capital
Overview
Few advisors build a multi-billion-dollar RIA. John Krambeer has done it twice. In this candid conversation, the Va…
Published on 3 weeks ago
Balancing Scale and Service: CEO Mike Durbin on Growth and Cetera’s Future
Season 1 Episode 326
With Mike Durbin, CEO of Cetera Financial Group
Overview
The CEO of Cetera Financial Group shares insights on independence, private equity, and balancing scale with service, plu…
Published on 4 weeks ago
2025 Mid-Year Report on Deals, Transitions, and Recruiting A Special Industry Update
Season 1 Episode 325
With Jason Diamond and Louis Diamond
Overview
A special mid-year update with Jason and Louis Diamond on deals, transitions, and recruiting trends shaping 2025—and what advisors …
Published on 1 month ago
Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets
Season 1 Episode 324
With Julia Healey, CEO of United Charitable
Overview
Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact t…
Published on 1 month, 2 weeks ago
Doing Well by Doing Good: A UBS Breakaway on Building a $2.9B Mission-Driven Enterprise
Season 1 Episode 323
With Ben Valore-Caplan, Founder of Syntrinsic
Overview
Ben Valore-Caplan, founder of Syntrinsic, shares how he built a $2.9B mission-driven RIA to serve foundations, endowments,…
Published on 1 month, 3 weeks ago
Attracting, Advising, and Advancing Women: A Guide for Forward-Thinking Firms
Season 1 Episode 322
With Cary Carbonaro, Managing Wealth Advisor and Women & Wealth Ambassador at Ashton Thomas
Overview
Cary Carbonaro learned from her own experience that there was both a gap and…
Published on 2 months ago