Season 1 Episode 330
Overview
Supportive independence has become one of the most dynamic segments of wealth management, offering advisors the freedom of independence with the scale and resources of a major firm. In this episode, the CEO of Sanctuary Wealth joins Louis Diamond to discuss Sanctuary 2.0: how the firm doubled in size, its vision for advisor autonomy, and the future of growth, technology, and partnership in the independent space.
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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.
Advisors considering independence often wrestle with a key question: “Do I want to go it alone—or have the backing of a platform?”
That question gave rise to the concept of supportive independence—one of the most dynamic corners of the wealth management ecosystem. It bridges the gap between the turnkey structure of the wirehouses and the full autonomy of running your own RIA. The model offers ownership and freedom while surrounding teams with the infrastructure, technology, and expertise to accelerate growth and achieve scale. And it comes with an added advantage: a community built on accessible leadership and shared talent.
It’s in this space that Sanctuary Wealth has carved out its niche. Since its founding, Sanctuary has become a top destination for elite wirehouse teams seeking greater freedom and control—without giving up the benefits of scale.
With CEO Adam Malamed at the helm, the firm has entered what he calls “Sanctuary 2.0”—a new era of growth, innovation, and partnership d
Published on 1 week ago
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