Advisors considering independence often ask the same questions:What finally pushes someone to leave a major firm?How do you handle the fear of losing clients?What would you do differently if you could do it again? In this special episode (a replay of one of our most engaging webinars), Louis Diamond moderates a discussion with four advisors who’ve […]
Diamond Podcast: Wirehouse Transition Roundtable Read More »
Not every advisor aims to work in wealth management—and even fewer begin in medical school. However, for this episode’s guest, the similarities between medicine and financial advice are strong: empathy, the desire to help, and the commitment to “do no harm.” Alex Markowitz couldn’t imagine taking on the debt of medical school. But he could envision
Diamond Podcast: Alteri Wealth’s Alex Markowitz Read More »
If you’re an advisor wondering what the second half of 2025 might hold, the first six months already tell a compelling story. From headline-making transitions to evolving deal structures, the pace of movement so far suggests 2025 is shaping up to be one of the most competitive years yet. That’s why we’re releasing this special
The Diamond Podcast for Advisors: 2025 Mid-Year Report Read More »