An Annual Digest for Financial Advisors – 2024 Edition, with Louis Diamond

Overview

A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more.

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> Download a transcript of this episode…

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.

About this episode…

When we started this series back in 2017, we had no idea how many meaningful conversations we would have with top financial advisors, C-suite executives, entrepreneurs, and thought leaders.

It’s gratifying when listeners share how a guest inspired them, or they learned something new, or how the conversations provided just the information they needed to help them create their best business life.

And that’s why we compile this annual recap episode: It offers listeners a digest of some of the best advice from our 2024 season guests.

In combing through 48 episodes, we extracted the most compelling themes and relatable guidance from your peers—and what we found in our conversations was amazing.

Many of the most successful advisors, business owners, leaders, and entrepreneurs share a common thread: They each place incredible value on their “why”—their personal motivations that serve as the foundation for their success and how the client is often at the heart of it.

The result is a compendium of advice on what it really takes to get from here to there—and ultimately take your practice from good to great!

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Featured in this episode…

• Justin Berman, Co-Chairman at Cresset and Founder of Berman Capital Advisors


• Brett Bernstein, CEO and Co-Founder, XML Financial Group


• Allan Boomer, Partner and CIO, Momentum Advisors


• Jeff Brown, President, Stratos Private Wealth


• Matt Brown, Founder, Chairman, and CEO, CAIS


• Brent Chappell, Managing Partner and Co-Founder, Chappell Wealth Management


• Jerry Davidse, CEO, Presilium Private Wealth


• Michael Henley, Founder & CEO, Brandywine Oak Private Wealth


• Michael Kitces, Industry Thought Leader and Chief Financial Planning Nerd


• Matt Liebman, CEO, Amplius Wealth Advisors


• Barry Mitchell, Founder & Managing Director, Next Level Private


• Erik Morgan, President, Senior Partner, Freestone Capital


• Angie Ostendarp, Senior Managing Partner, Carnegie Private Wealth


• Taylor Pankratz, President and Co-Founder, Holistic Planning


• Jordan Raniszeski, Senior Managing Partner, Carnegie Private Wealth


• Mike Quin, Managing Partner, DayMark Wealth Partners

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