The Diamond Podcast for Financial Advisors

<p><div class="vc_row element-row row highend_697227006e54c"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>With <span data-redactor-style-cache="font-size: 16px;">Tim Krueger, Co-Founder and Partner at</span> <span data-redactor-style-cache="font-size: 16px;">Krueger, Fosdyck, Brown, McCall &#38; Associates – New Edge Advisors, LLC</span></h3> </div> </div> <div class="wpb_text_column wpb_content_element vc_custom_1769014684198" > <div class="wpb_wrapper"> <p><strong>Overview</strong></p> <p><em>For many advisors, the real question isn’t how big the business becomes—but what happens next. This episode explores how Tim Krueger and his $1.4B Merrill team rethought succession, liquidity, and legacy to create long-term continuity.</em></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_697227006ea87"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Watch&#8230;</h3> <div class="shortcode-wrapper shortcode-video fitVids clearfix hb-animate-element hb-left-to-right" style="width:100%;" data-delay="2"><span><iframe title="An Alternate Exit Plan: How a $1.4B Merrill Team Solved for Succession" width="200" height="113" src="https://www.youtube.com/embed/yO2eclzrAbU?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></span></div> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_69722700753e2"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Listen in&#8230;</h3> <p><a href="https://hubs.ly/Q03_PH2Z0" target="_blank" rel="noopener"><strong>&#62;</strong> Download a transcript of this episode…</a></p> <p><i data-stringify-type="italic">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. </i><i data-stringify-type="italic">Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.</i></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_697227007578b"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><strong>About this episode&#8230;</strong></h3> <p>For many advisors, success is defined by growth: more clients, more assets, more revenue. But at some point, the question shifts from, <em>“How big can we build this?” </em>to <em>“What happens next</em>?”</p> <p>After nearly two decades at Merrill, <a href="#guest-name">Tim Krueger</a> and his partners had built a $1.4B practice and one of the most successful teams in their market. By any traditional measure, the internal sunset path would have been the simplest option. But simplicity wasn’t the goal. Protecting clients, creating opportunities for the next generation, and preserving the culture they had built mattered more.</p> <p>That led Tim and his partners to make a very different decision: to break away from the wirehouse, sell out of that environment entirely, and align with NewEdge Advisors in a way that solved for succession, liquidity, and long-term continuity—simultaneously.</p> <p>In this conversation with Louis Diamond, Tim shares how focusing on <em>other people’s needs</em> – clients, teammates, and future leaders – became the ultimate growth strategy. Plus, they discuss:</p> <p><img fetchpriority="high" decoding="async" class="size-full wp-image-31867 alignright" src="https://www.diamond-consultants.com/wp-content/uploads/2026/01/Tim-Krueger-headshot.jpg" alt="" width="200" height="251" /></p> <ul> <li>Lessons learned over nearly two decades at Merrill—and how structure, team building, and next gen cultivation become paramount.</li> <li>Stepping away from Merrill’s CTP retire-in-place program—and what other business owners shared with him that inspired the decision to leave the wirehouse.</li> <li>Opting to align with NewEdge Advisors—and how liquidity and continuity were key factors.</li> <li>“Shrinking to grow”—and why it isn’t just a portfolio philosophy, but a business one.</li> <li>Monetizing the business—and how the process can be a new beginning for the business, not an end for the business owners.</li> <li>Building a true runway for G2 and G3—and how it can create a rare win-win-win for founders, teams, and clients alike.</li> </ul> <p>It’s a candid look at what life after a wirehouse can unlock—and how thinking differently about succession can redefine both legacy and fulfillment.</p> </div> </div> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <p><strong><em>Want to learn more about where, why, and how advisors like you are moving? </em></strong><a href="https://www.diamond-consultants.com/contact-us/"><strong><em>Click to contact</em></strong></a><strong><em> us or call 908-879-1002.</em></strong></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270075a8e"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><b data-stringify-type="bold">Related Resources</b></h3> <p class="hb-animate-element hb-left-to-right hb-in-viewport"><a href="https://www.diamond-consultants.com/tools-and-resources/merrill-advisor-transition-report-2025/"><strong>Diamond Consultants Merrill Advisor Transition Report<br /> </strong></a>This annual “firm-focused report” takes a closer look at advisor movement to and from Merrill during the first half of 2025.<strong><br /> </strong></p> <p><a href="https://www.diamond-consultants.com/the-transition-roundtable-merrill-ubs-wells-and-morgan-advisors-reflect-on-their-paths/"><strong>The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths</strong></a><br /> Four top advisors who each left a major firm share how they built successful independent businesses on their own terms. Originally recorded as a live webinar, this candid roundtable explores the real fears, challenges, and opportunities of transition, and what advisors wish they’d known before making the leap.</p> <p><a href="https://www.diamond-consultants.com/shrink-to-grow-why-advisors-are-making-the-strategic-decision-to-let-go-of-assets/"><strong>Shrink to Grow: Why Advisors are Making the “Strategic Decision” to Let Go of Assets</strong></a><br /> In a world where bigger is considered better, many of Wall Street’s most talented and productive advisors are opting to go against the grain and leave chips on the table.</p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270075cd7"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"><div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" id="guest-name"><span class="vc_sep_holder vc_sep_holder_l"><span class="vc_sep_line"></span></span><span class="vc_sep_holder vc_sep_holder_r"><span class="vc_sep_line"></span></span> </div> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <p>Tim Krueger</p> <p>With over four decades years of experience in financial services, Tim Krueger is a recognized leader in wealth management. As Co-Founder and Partner at <a href="https://kfbma.com/" target="_blank" rel="noopener">KFBMA</a>, Tim provides strategic oversight for the firm’s vision, growth, and operational excellence. He guides key initiatives, mentors advisors, and ensures that KFBMA remains at the forefront of industry’s best practices, delivering a client experience defined by trust, innovation, and results.</p> <p>Drawing on decades of experience in private wealth management, Tim combines strategic insight with deep expertise in investment planning, risk mitigation, and tax-efficient strategies. His commitment to building enduring relationships ensures that every recommendation is tailored to deliver meaningful, long-term results aligned with each client’s goals and family priorities</p> <p>Tim is known for creating comprehensive, highly personalized wealth management strategies that reflect the goals, values, and family priorities of his clients. His approach combines strategic insight with a commitment to building lasting relationships, ensuring advice that drives meaningful, long-term results that align with each client’s goals and family priorities.</p> <p>In 2025, Tim partnered with Cory Fosdyck, Jerry Brown, and Collin McCall to establish Krueger, Fosdyck, Brown, McCall &#38; Associates (KFBMA)—an evolution of the highly regarded Krueger, Fosdyck &#38; Associates team that operated under Merrill Lynch Wealth Management from 2006 to 2025.</p> <p>Beyond his professional achievements, Tim is a passionate community advocate. He has emceed numerous charitable events in the Destin area and served as Chair of the American Cancer Society’s Cattle Barons’ Ball (2008–2009) and Chairman of the Safety &#38; Public Works Committee for the City of Destin. Today, Tim continues to make an impact as a Trustee of the Destin Charity Wine Auction Foundation, charter sponsor of Sinfonia Gulf Coast, and supporter of the Mattie Kelly Arts Foundation and Special Operators Transition Foundation. Tim also serves on the board of directors of DEFENSEWERX the nation’s largest 501(c)(3) organization of its kind, dedicated to enabling agile innovation for government partners through a network of innovation hubs across the country.</p> <p>Recognition &#38; Honors:</p> <p>Named to <em>Forbes Best-in-State Wealth Advisors</em> list (2022–2025)</p> <p>Named to <em>Forbes Best-in-State Wealth Management Teams</em> list (2023–2025)</p> </div> </div> <div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" ><span class="vc_sep_holder vc_sep_holder_l"><span class="vc_sep_line"></span></span><span class="vc_sep_holder 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<p><div class="vc_row element-row row highend_697227007813c"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>With Jason Ozur, Founding Partner, Chief Executive Officer, Lido Advisors</h3> </div> </div> <div class="wpb_text_column wpb_content_element vc_custom_1768477592235" > <div class="wpb_wrapper"> <p><strong>Overview</strong></p> <p><em>As firms pursue scale, advisors face a critical question: how do you grow without compromising the client experience? Jason Ozur joins the show to explore what intentional growth really looks like and what scale can enable when culture and clarity come first.</em></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270078376"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Watch&#8230;</h3> <div class="shortcode-wrapper shortcode-video fitVids clearfix hb-animate-element hb-left-to-right" style="width:100%;" data-delay="2"><span><iframe title="Scale Without Compromise: How $40B Lido Advisors Stays Client-First" width="200" height="113" src="https://www.youtube.com/embed/gjuEtNDjMdY?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></span></div> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_697227007efd9"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Listen in&#8230;</h3> <p><a href="https://hubs.ly/Q03-ZKjz0" target="_blank" rel="noopener"><strong>&#62;</strong> Download a transcript of this episode…</a></p> <p><i data-stringify-type="italic">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. </i><i data-stringify-type="italic">Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.</i></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_697227007f25f"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><strong>About this episode&#8230;</strong></h3> <p>Over the last decade, scale has become one of the defining themes in wealth management. Larger firms promise broader resources, deeper infrastructure, and expanded opportunity. But they also raise a fair question: <em>at what point does growth begin to work against the client experience it’s meant to enhance?</em></p> <p>That’s the center of today’s conversation.</p> <p><strong><a href="#guest-name">Jason Ozur</a> and his partners at Lido Advisors</strong> have built one of the largest RIAs in the country, managing more than $40B in assets, while maintaining a family-office mindset and a distinctly client-first culture. What’s notable is not just the firm’s growth, but how intentionally it has been pursued.</p> <p>Jason talks about Lido’s growth story and more with Jason Diamond, including:<img loading="lazy" decoding="async" class="size-full wp-image-31848 alignright" src="https://www.diamond-consultants.com/wp-content/uploads/2026/01/JasonOzur-headshot.jpg" alt="" width="200" height="250" /></p> <ul> <li>The real constraints on growth—and the roles of culture, capital, and clients.</li> <li>The role of the wirehouses in the modern landscape and how the RIA model differs.</li> <li>The realities of scale—and what it enables when done thoughtfully.</li> <li>The concept of “bigger is better”—and why Jason sees that as an oversimplification.</li> <li>Integration versus aggregation—and how Lido evaluates acquisitions.</li> <li>The evolving role of private equity in the RIA space—and why access to capital doesn’t have to come at the expense of independence or client outcomes.</li> </ul> <p>It’s a candid look at what sustainable growth actually means—and what advisors and owners should consider as firms across the industry continue to grow.</p> </div> </div> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <p><strong><em>Want to learn more about where, why, and how advisors like you are moving? </em></strong><a href="https://www.diamond-consultants.com/contact-us/"><strong><em>Click to contact</em></strong></a><strong><em> us or call 908-879-1002.</em></strong></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_697227007f4c6"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><b data-stringify-type="bold">Related Resources</b></h3> <p><strong><a href="https://www.diamond-consultants.com/is-scale-a-necessary-evil-in-wealth-management/">Is Scale a Necessary Evil in Wealth Management?</a><br /> </strong>Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn’t always better.</p> <p><strong><a href="https://www.diamond-consultants.com/how-to-set-up-your-business-to-maximize-enterprise-value/">How to Set Up Your Business to Maximize Enterprise Value</a><br /> </strong>Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples.</p> <p><strong><a href="https://www.diamond-consultants.com/tools-and-resources/going-independent-with-an-ria-vs-ibd-a-comparison-fact-sheet/">IBD vs. RIA – Which Model Fits Your Future</a><br /> </strong>This guide offers a clear, side-by-side view of the two models—including distinctions between the DIY route of building an RIA from scratch and opting for a supportive independence platform to help align your business goals with greater options and opportunities.</p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_697227007f6b1"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"><div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" id="guest-name"><span class="vc_sep_holder vc_sep_holder_l"><span class="vc_sep_line"></span></span><span class="vc_sep_holder vc_sep_holder_r"><span class="vc_sep_line"></span></span> </div> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <p><strong>Jason Ozur</strong><br /> <strong>Chief Executive Officer</strong></p> <p>Jason Ozur is the Chief Executive Officer of <a href="https://www.lidoadvisors.com/" target="_blank" rel="noopener">Lido Advisors</a>, where he considers client focus central to his leadership and devotes significant time and attention to the individuals and families he serves. Based in Los Angeles, he also serves as Co-Chair of the investment committee, overseeing Lido’s alternative investment platform and leading due diligence on real estate oriented strategies.</p> <p>A Certified Public Accountant, Jason earned his B.S. from California State University at Northridge before beginning his career in public accounting. He worked as a CPA performing audits, preparing tax returns, and providing back-office services for numerous hedge funds. In 1999, he joined a large family investment office, becoming part of the team that managed the family’s substantial investments. During this time, he also served as CFO of the family’s worldwide water conservation company, which operated in more than 22 countries, and later provided financial oversight as controller for a multi-billion-dollar Los Angeles–based hedge fund.</p> <p>In addition to his executive and investment responsibilities, Jason is deeply committed to shaping Lido’s culture. He takes an active mentorship role within the firm, fostering an environment rooted in progression, excellence, and integrity.</p> </div> </div> <div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" ><span class="vc_sep_holder vc_sep_holder_l"><span class="vc_sep_line"></span></span><span class="vc_sep_holder vc_sep_holder_r"><span class="vc_sep_line"></span></span> </div></div></div></div></div><div class="vc_row element-row row highend_697227007f9dd"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3 style="text-align: center;">Also available on your favorite podcast app and other media sites</h3> </div> </div> <div class="vc_row element-row vc_inner row"><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://podcasts.apple.com/us/podcast/the-diamond-podcast-for-financial-advisors/id1305878240" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-apple" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://open.spotify.com/show/4v7mreLUwSSU0PaqqL7hHD" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-spotify" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.pandora.com/podcast/the-diamond-podcast-for-financial-advisors/PC:27987" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-pandora" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.youtube.com/watch?v=MR0w7TdgY-Q&#038;list=PLKAolLWTGV8bpCuZIN4qW5-5JL9GknDG7" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-youtube" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div></div><div class="vc_row element-row vc_inner row"><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.advisorhub.com/resource_tag/the-diamond-podcast-for-financial-advisors/" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="476" height="86" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM.png" class="vc_single_image-img attachment-full" alt="" title="Screenshot 2025-03-25 at 12.27.14 PM" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM.png 476w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM-300x54.png 300w" sizes="auto, (max-width: 476px) 100vw, 476px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.wealthmanagement.com/program/the-diamond-podcast-for-financial-advisors" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="636" height="80" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM.png" class="vc_single_image-img attachment-full" alt="" title="Screenshot 2025-03-25 at 12.26.57 PM" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM.png 636w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM-300x38.png 300w" sizes="auto, (max-width: 636px) 100vw, 636px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div></div></div></div></div></div></p>

<p><div class="vc_row element-row row highend_697227008119f"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>With Jason Diamond and Louis Diamond</h3> </div> </div> <div class="wpb_text_column wpb_content_element vc_custom_1767727619600" > <div class="wpb_wrapper"> <p><strong>Overview</strong></p> <p><em>As 2026 comes into focus, advisors face a new set of strategic questions. This Industry Update explores the forces reshaping growth, deal structures, and enterprise value—and what those shifts may signal for the new year and beyond.</em></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_69722700813df"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Watch&#8230;</h3> <div class="shortcode-wrapper shortcode-video fitVids clearfix hb-animate-element hb-left-to-right" style="width:100%;" data-delay="2"><span><iframe title="An Advisor’s Guide to 2026: What 2025 Set in Motion and What Comes Next" width="200" height="113" src="https://www.youtube.com/embed/rkPeRts_mHI?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></span></div> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270087dbc"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Listen in&#8230;</h3> <p><a href="https://hubs.ly/Q03Z_Xdr0" target="_blank" rel="noopener"><strong>&#62;</strong> Download a transcript of this episode…</a></p> <p><i data-stringify-type="italic">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. </i><i data-stringify-type="italic">Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.</i></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270088038"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><strong>About this episode&#8230;</strong></h3> <p>Over the last year, we’ve seen meaningful shifts in how advisors think about growth, long-term strategy, and enterprise-value creation. Some of those changes were obvious. Others were quieter, but no less consequential.</p> <p>And with 2025 in the rearview mirror, the real question becomes: <em>What does it all mean for the year ahead?</em></p> <p>Before this recording, we published our annual <a href="https://www.diamond-consultants.com/of-myths-and-moving-2025/">Of Myths and Moving </a>article—a retrospective look at the narratives that shaped advisor decision-making in 2025. This conversation builds on that foundation, but with a different objective: to share perspectives on<strong> what the road ahead may look like.</strong></p> <p>Listen in as Jason and Louis discuss:</p> <ul> <li>The most prominent developments from 2025—and those we believe will continue to compound and serve as inflection points for advisors and firms.</li> <li>Evolving deal structures—and what that means for advisors considering change.</li> <li>The business models under increasing pressure—and where we expect the most advisor movement to come from next.</li> <li>Creative capital constructs—and how it may impact the movement of top teams.</li> <li>The realities around growth and scale—and how expectations are shifting across the industry.</li> <li>The role of tech and AI—and whether advisors and firms will see advancements as a friend or foe.</li> </ul> <p>It’s an annual episode designed to help advisors think more clearly about the forces shaping their businesses and how to position themselves thoughtfully for what comes next.</p> </div> </div> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <p><strong><em>Want to learn more about where, why, and how advisors like you are moving? </em></strong><a href="https://www.diamond-consultants.com/contact-us/"><strong><em>Click to contact</em></strong></a><strong><em> us or call 908-879-1002.</em></strong></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_69722700882d4"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><b data-stringify-type="bold">Related Resources</b></h3> <p><strong><a href="https://www.diamond-consultants.com/of-myths-and-moving-2025/">Of Myths and Moving: 2025</a></strong><br /> 6 common misconceptions in the wealth management industry that have new meaning for financial advisors in the coming year.</p> <p><strong><a href="https://www.diamond-consultants.com/the-transition-roundtable-merrill-ubs-wells-and-morgan-advisors-reflect-on-their-paths/">The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths</a></strong><br /> Four top advisors who each left a major firm share how they built successful independent businesses on their own terms. Originally recorded as a live webinar, this candid roundtable explores the real fears, challenges, and opportunities of transition, and what advisors wish they’d known before making the leap.</p> <p><strong><a href="https://www.diamond-consultants.com/tools-and-resources/top-tips-for-setting-your-business-up-for-success-years-before-a-move/">Top Tips for Setting Your Business Up for Success Years Before a Move</a></strong><br /> Even if a move is years away, or just a possibility, these insights will help you position your business and team for success, whenever the time is right.</p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_697227008851d"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3 style="text-align: center;">Also available on your favorite podcast app and other media sites</h3> </div> </div> <div class="vc_row element-row vc_inner row"><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://podcasts.apple.com/us/podcast/the-diamond-podcast-for-financial-advisors/id1305878240" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-apple" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-apple-1-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://open.spotify.com/show/4v7mreLUwSSU0PaqqL7hHD" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-spotify" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-spotify-2-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.pandora.com/podcast/the-diamond-podcast-for-financial-advisors/PC:27987" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-pandora" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-pandora-1-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.youtube.com/watch?v=MR0w7TdgY-Q&#038;list=PLKAolLWTGV8bpCuZIN4qW5-5JL9GknDG7" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="444" height="113" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2.png" class="vc_single_image-img attachment-full" alt="" title="listen-on-youtube" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2.png 444w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/listen-on-youtube-2-300x76.png 300w" sizes="auto, (max-width: 444px) 100vw, 444px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div></div><div class="vc_row element-row vc_inner row"><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.advisorhub.com/resource_tag/the-diamond-podcast-for-financial-advisors/" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="476" height="86" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM.png" class="vc_single_image-img attachment-full" alt="" title="Screenshot 2025-03-25 at 12.27.14 PM" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM.png 476w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.27.14 PM-300x54.png 300w" sizes="auto, (max-width: 476px) 100vw, 476px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"> <figure class="wpb_wrapper vc_figure"> <a href="https://www.wealthmanagement.com/program/the-diamond-podcast-for-financial-advisors" target="_self" class="vc_single_image-wrapper vc_box_border_grey"><img width="636" height="80" src="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM.png" class="vc_single_image-img attachment-full" alt="" title="Screenshot 2025-03-25 at 12.26.57 PM" decoding="async" loading="lazy" srcset="https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM.png 636w, https://www.diamond-consultants.com/wp-content/uploads/2025/03/Screenshot-2025-03-25-at-12.26.57 PM-300x38.png 300w" sizes="auto, (max-width: 636px) 100vw, 636px" /></a> </figure> </div> </div></div></div><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div></div></div></div></div></div></p>

<p><div class="vc_row element-row row highend_6972270089c6a"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>With Sam Anderson, Chief Capital Officer and Co-Head of Dynasty Investment Bank at Dynasty Financial Partners LLC</h3> </div> </div> <div class="wpb_text_column wpb_content_element vc_custom_1767099856663" > <div class="wpb_wrapper"> <p><strong>Overview</strong></p> <p><em>Advisors are now weighing options once reserved for institutional executives. This conversation examines how a collaborative initiative between Diamond Consultants and Dynasty Investment Bank delivers objective, investment-banking-level analysis to help advisors evaluate value, control, and long-term outcomes with clarity.</em></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270089efd"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Watch&#8230;</h3> <div class="shortcode-wrapper shortcode-video fitVids clearfix hb-animate-element hb-left-to-right" style="width:100%;" data-delay="2"><span><iframe title="Investment Banking for Advisors: How Elite Teams Evaluate Value, Liquidity &#38; Control" width="200" height="113" src="https://www.youtube.com/embed/M5kzYVo-XVM?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></span></div> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270090999"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Listen in&#8230;</h3> <p><a href="https://hubs.ly/Q03Z6hS30" target="_blank" rel="noopener"><strong>&#62;</strong> Download a transcript of this episode…</a></p> <p><i data-stringify-type="italic">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. </i><i data-stringify-type="italic">Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.</i></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270090c3d"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><strong>About this episode&#8230;</strong></h3> <p>For the largest and most sophisticated advisory teams, the industry has reached an inflection point. Private equity continues to reshape valuations and deal structures. Retire-in-place programs at the wirehouses have become meaningfully more competitive. And multi-billion-dollar teams increasingly find themselves evaluating not just <em>where</em> to go next, but <em>why</em>—and what each option means from both a strategic and financial perspective.</p> <p>Yet one thing has become clear: <strong>Most advisors have never had access to true investment-banking-level analysis around value, liquidity, and long-term economics.</strong></p> <p>As a result, they’ve been making the biggest decisions of their careers with incomplete or incomparable information.</p> <p><strong>That gap is exactly what inspired the creation of the </strong><strong>Breakaway Investment Banking Initiative</strong>—a joint effort between Diamond Consultants and the <strong>Dynasty Investment Bank</strong> designed to bring objective, institutional-grade financial insight into the advisor decision-making process.</p> <p><strong>Sam Anderson,</strong> Chief Capital Officer and Co-Head of Dynasty Investment Bank at Dynasty Financial Partners, joins Louis Diamond to discuss the backstory and how this collaborative initiative can benefit elite advisors and teams, including:<img loading="lazy" decoding="async" class="size-full wp-image-31711 alignright" src="https://www.diamond-consultants.com/wp-content/uploads/2025/12/Sam-Anderson-headshot.jpg" alt="" width="200" height="250" /></p> <ul> <li>The breakaway landscape—and what’s changed in recent years.</li> <li>Private equity—and how it has influenced expectations.</li> <li>Autonomy vs. economics—and how to resolve the often-competing priorities.</li> <li>Short-term liquidity—and what its potential impact could be on long-term value.</li> </ul> <p>It’s an objective, candid look at the strategic and financial considerations that shape the biggest decisions large advisory teams will ever make—and how the <strong>Breakaway Investment Banking Initiative is designed to provide greater clarity to help advisors make critical decisions</strong>.</p> <p><em><span style="font-size: small;">Dynasty Investment Bank services are offered through Dynasty Securities, LLC, a broker-dealer, member FINRA/SIPC and a wholly owned subsidiary of Dynasty Financial Partners, LLC.</span></em></p> </div> </div> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <p><strong><em>Want to learn more about where, why, and how advisors like you are moving? </em></strong><a href="https://www.diamond-consultants.com/contact-us/"><strong><em>Click to contact</em></strong></a><strong><em> us or call 908-879-1002.</em></strong></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270090ef7"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><b data-stringify-type="bold">Related Resources</b></h3> <p><a href="https://www.diamond-consultants.com/services/the-breakaway-bank/"><strong>The Breakaway Investment Bank Initiative</strong></a><br /> A single, coordinated framework for elite advisors that prioritizes objectivity, clarity, and long-term value.</p> <p><strong><a href="https://www.diamond-consultants.com/dynasty-financial-partners-and-diamond-consultants-partner-to-launch-the-breakaway-investment-banking-initiative/">Dynasty Financial Partners and Diamond Consultants Partner to Launch the Breakaway Investment Banking Initiative</a><br /> </strong>Dynasty Financial Partners and Diamond Consultants, proudly unveil a unique initiative for top-tier wirehouse and broker-dealer advisor teams across the United States.</p> <p><strong><a href="https://www.diamond-consultants.com/the-missing-narrative-of-the-129b-merrill-breakaway-story/">The Missing Narrative of the $129B Merrill Breakaway Story</a><br /> </strong>The largest (and quite possibly most significant) advisor breakaway in industry history made news this week. Yet instead of leading with the scale or significance of the move, headlines centered on Merrill’s lawsuit alleging corporate raiding.</p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_69722700910d3"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"><div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" id="guest-name"><span class="vc_sep_holder vc_sep_holder_l"><span class="vc_sep_line"></span></span><span class="vc_sep_holder vc_sep_holder_r"><span class="vc_sep_line"></span></span> </div> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <p><strong>Sam Anderson<br /> </strong><strong>Chief Capital Officer, Co-Head of Investment Banking</strong></p> <p>Sam Anderson is the Co-Head of <a href="https://dynastyinvestmentbank.com/" target="_blank" rel="noopener">Dynasty Investment Bank</a> at <a href="https://www.dynastyfinancialpartners.com/" target="_blank" rel="noopener">Dynasty Financial Partners LLC</a>. Prior to joining Dynasty, Sam was Senior Managing Director and a member of the Management Committee at Medley Management Inc. Prior to joining Medley, Sam was Head of Commercial Finance M&#38;A within the Financial Institutions Investment Banking Group at Goldman Sachs. Prior to joining Goldman Sachs, Sam was a member of the Investment Banking Financial Services Group at Bank of America. Prior to his time at Bank of America, Sam held various positions at Citi Smith Barney.</p> <p>Sam is from New Portland Maine, a graduate of Bates College where he received his BA in Economics and was Captain of the Bates NCAA Division I alpine ski team. Sam currently lives in Vail Colorado with his wife Lisa and their three children. Sam and family are active in numerous local charities with a focus on youth sports.</p> </div> </div> <div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" ><span class="vc_sep_holder vc_sep_holder_l"><span class="vc_sep_line"></span></span><span class="vc_sep_holder vc_sep_holder_r"><span class="vc_sep_line"></span></span> </div></div></div></div></div><div class="vc_row element-row row highend_6972270091435"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3 style="text-align: center;">Also available on your favorite podcast app and other media sites</h3> </div> </div> <div class="vc_row element-row vc_inner row"><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div 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</div></div></div><div class="wpb_column vc_column_container vc_col-sm-3"><div class="vc_column-inner"><div class="wpb_wrapper"></div></div></div></div></div></div></div></div></p>

<p><div class="vc_row element-row row highend_6972270092b58"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><strong>With Brandon Ross, CFP® — Co-Founder and Co-CEO, Quotient Wealth Partners</strong></h3> <div class="i_jYa VP_4j"> <div></div> <div class="Cvgi1"> <div class="bK30V" data-testid="post-watched"> <div class="dp1RD"></div> </div> </div> </div> </div> </div> <div class="wpb_text_column wpb_content_element vc_custom_1765999026401" > <div class="wpb_wrapper"> <p><strong>Overview</strong></p> <p><em>Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience.</em></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270092dd8"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Watch&#8230;</h3> <div class="shortcode-wrapper shortcode-video fitVids clearfix hb-animate-element hb-left-to-right" style="width:100%;" data-delay="2"><span><iframe title="How a $4.4B RIA Scaled Without Private Equity or Shortcuts" width="200" height="113" src="https://www.youtube.com/embed/qZ05U_gri-c?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></span></div> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270099a50"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3>Listen in&#8230;</h3> <p><a href="https://hubs.ly/Q03YBslp0" target="_blank" rel="noopener"><strong>&#62;</strong> Download a transcript of this episode…</a></p> <p><i data-stringify-type="italic">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. </i><i data-stringify-type="italic">Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.</i></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_6972270099d66"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><strong>About this episode&#8230;</strong></h3> <p>When you look at the most successful advisory firms in the industry, many grew through acquisition, capital partners, or transition deals. But there’s another version of growth: one built through discipline, culture, and a relentless focus on doing the work.</p> <p><strong>Today’s guest, Brandon Ross</strong>, has lived that journey from every angle. Before launching Quotient Wealth Partners, he built Peak Capital. Peak merged with Joe Duran’s United Capital early in its rise and later experienced the shift to a large-firm environment when United was acquired by Goldman Sachs.</p> <p>After years of experience across the spectrum – from independent to aggregator to Wall Street firm – Brandon identified the best elements of each model. So, when Brandon and his partners launched <strong>Quotient</strong>, they were intentional about what they carried forward and what they left behind.</p> <p>Ultimately, they created a firm with the freedom of independence, the scale of a modern enterprise, and a culture where growth starts at the top (not with a checkbook).</p> <p>It’s a philosophy that’s paid off. In just two years, Quotient has grown from $2.5B to <strong>$4.4B in AUM</strong>, powered almost entirely by organic momentum.</p> <ul> <li>The elements of Quotient’s success—and how they combined the innovation of Goldman Sachs, the independence of an RIA, and the drive of a startup.<img loading="lazy" decoding="async" class="size-full wp-image-31630 alignright" src="https://www.diamond-consultants.com/wp-content/uploads/2025/12/Brandon-Ross-Headshot.jpg" alt="" width="200" height="250" /></li> <li>Launching their RIA—and why they chose the Dynasty Financial Partners platform.</li> <li>Building a growth engine—and how they turned it into a repeatable playbook.</li> <li>Advisor training programs—and how they create an unwavering focus on the client experience.</li> <li>Their referral culture—and how that powers their organic growth.</li> </ul> <p>Plus, Brandon explains why they’ve resisted private equity, why “sweat equity is the best equity,” how they’ve scaled without losing their entrepreneurial edge, and more.</p> <p>Listen in for a valuable growth story, grounded by a transitional experience few can offer.</p> </div> </div> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <p><strong><em>Want to learn more about where, why, and how advisors like you are moving? </em></strong><a href="https://www.diamond-consultants.com/contact-us/"><strong><em>Click to contact</em></strong></a><strong><em> us or call 908-879-1002.</em></strong></p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_697227009a067"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3><b data-stringify-type="bold">Related Resources</b></h3> <p><strong><a href="https://www.diamond-consultants.com/the-good-news-on-marketing-an-industry-legend-on-how-to-grow-bigger-faster/" target="_blank" rel="noopener">The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster</a></strong><br /> A free session on accelerating growth via marketing with one of the leading firms in the wealth management industry. They offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and much more.</p> <p><strong><a href="https://www.diamond-consultants.com/a-strategic-guide-to-the-supported-ria-model/" target="_blank" rel="noopener">A Strategic Guide to the Supported RIA Model</a></strong><br /> While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be challenging. Here’s a breakdown of what advisors need to know.</p> </div> </div> </div></div></div></div><div class="vc_row element-row row highend_697227009a22f"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"><div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" id="guest-name"><span class="vc_sep_holder vc_sep_holder_l"><span class="vc_sep_line"></span></span><span class="vc_sep_holder vc_sep_holder_r"><span class="vc_sep_line"></span></span> </div> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <p><strong>Brandon Ross</strong><br /> <strong>Co-Founder and Co-CEO </strong></p> <p>Brandon Ross is a Co-Founder and Co-CEO of <a href="https://www.quotientwealth.com/" target="_blank" rel="noopener">Quotient Wealth Partners</a>, an independent wealth management firm. Brandon, along with his dedicated partners, established the firm with a shared vision of delivering memorable client experiences while nurturing a thriving and positive employee culture. With over 26 years of expertise as a Certified Financial Planner, Brandon brings a wealth of experience to the firm, its advisors, and its clients. He is deeply committed to providing comprehensive financial planning and guidance tailored to each client’s unique needs and objectives.</p> <p>Prior to starting Quotient Wealth Partners, Brandon held key positions, Co-Founder of Peak Capital Investment Services, Managing Director/Head of Office at Goldman Sachs, PFM. Brandon holds a Bachelor of Science in Finance from Oklahoma State University. Beyond the firm, he finds joy in teeing it up on the golf course, watching sports, and cherishing moments with friends and family. Brandon and his wife Nicole are proud parents to two their two daughters, Sierra and Haley.</p> </div> </div> <div class="vc_separator wpb_content_element vc_separator_align_center vc_sep_width_100 vc_sep_pos_align_center vc_separator_no_text vc_sep_color_blue wpb_content_element wpb_content_element" ><span class="vc_sep_holder vc_sep_holder_l"><span class="vc_sep_line"></span></span><span class="vc_sep_holder vc_sep_holder_r"><span class="vc_sep_line"></span></span> </div></div></div></div></div><div class="vc_row element-row row highend_697227009a54a"><div class="wpb_column vc_column_container vc_col-sm-12"><div class="vc_column-inner"><div class="wpb_wrapper"> <div class="wpb_text_column wpb_content_element" > <div class="wpb_wrapper"> <h3 style="text-align: center;">Also available on your favorite podcast app and other media sites</h3> </div> </div> <div class="vc_row element-row vc_inner row"><div class="wpb_column vc_column_container vc_col-sm-2"><div class="vc_column-inner"><div 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