Podcast Episode Details

About this episode…

The wealth management industry is at an inflection point—where scale, service, and strategy all collide.

Drawing on 35 years of industry experience and leadership roles at Morgan Stanley, Fidelity, and now Cetera, Mike Durbin offers a unique perspective on the forces shaping the world as we know it.

Since joining Cetera in 2023, Mike’s led the firm through rapid expansion—balancing the resources of a $600B+ national platform with a boutique-level advisor experience. From multi-channel affiliation models to tech and AI integration, his strategy centers on one thing: helping advisors grow faster, smarter, and more sustainably.

In this episode, Jason Diamond and Mike discuss:

• The future of independent wealth management—and how it stacks up against the wirehouse model.
• Cetera’s differentiators in today’s competitive recruiting environment—and why its “big feel, small approach” matters.
• The role of technology and AI—and how they’re driving efficiency, personalization, and advisor capacity.
• Private equity’s influence on the industry landscape—and what it means for long-term

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  Published on 4 weeks ago