Podcast Episodes

Firms That Win in 2025: What Advisors Are Really Looking For

Season 1 Episode 321

With advisor expectations evolving, not all “good firms” are winning the talent. Mindy and Louis Diamond share what today’s top advisors really value—and why some firms are standing out while others …

Published on 2 months, 1 week ago

When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence

Season 1 Episode 320

Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in ali…

Published on 2 months, 2 weeks ago

Limitless Growth: Building the Business You Want and the Life to Match

Stephanie Bogan, founder of Limitless Advisor, offers a glimpse into the advice and perspective she shares with advisors and business leaders in the wealth management world, focusing on mindset and m…

Published on 2 months, 3 weeks ago

Growth from Practice to Enterprise The Evolution of an Ex-Wirehouse Advisor’s $3B Business

Season 1 Episode 318

Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners. He shares how that …

Published on 2 months, 4 weeks ago

The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution

Season 1 Episode 217

Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a …

Published on 3 months ago

The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses

Season 1 Episode 316

A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater g…

Published on 3 months, 2 weeks ago

Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management

Season 1 Episode 315

The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how…

Published on 3 months, 3 weeks ago

The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter

Season 1 Episode 314

What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and…

Published on 4 months ago

From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space

Season 1 Episode 314

Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing…

Published on 4 months, 1 week ago

Who’s in Control: The Advisor or The Firm? A Special Industry Update

Season 1 Episode 312

The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impa…

Published on 4 months, 2 weeks ago