<description>&lt;p&gt;&lt;div class="vc_row element-row row highend_6972270089c6a"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3&gt;With Sam Anderson, Chief Capital Officer and Co-Head of Dynasty Investment Bank at Dynasty Financial Partners LLC&lt;/h3&gt; &lt;/div&gt; &lt;/div&gt; &lt;div class="wpb_text_column wpb_content_element vc_custom_1767099856663" &gt; &lt;div class="wpb_wrapper"&gt; &lt;p&gt;&lt;strong&gt;Overview&lt;/strong&gt;&lt;/p&gt; &lt;p&gt;&lt;em&gt;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.&lt;/em&gt;&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_6972270089efd"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3&gt;Watch&amp;#8230;&lt;/h3&gt; &lt;div class="shortcode-wrapper shortcode-video fitVids clearfix hb-animate-element hb-left-to-right" style="width:100%;" data-delay="2"&gt;&lt;span&gt;&lt;iframe title="Investment Banking for Advisors: How Elite Teams Evaluate Value, Liquidity &amp;#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&gt;&lt;/iframe&gt;&lt;/span&gt;&lt;/div&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_6972270090999"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3&gt;Listen in&amp;#8230;&lt;/h3&gt; &lt;p&gt;&lt;a href="https://hubs.ly/Q03Z6hS30" target="_blank" rel="noopener"&gt;&lt;strong&gt;&amp;#62;&lt;/strong&gt; Download a transcript of this episode…&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;i data-stringify-type="italic"&gt;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. &lt;/i&gt;&lt;i data-stringify-type="italic"&gt;Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.&lt;/i&gt;&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_6972270090c3d"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3&gt;&lt;strong&gt;About this episode&amp;#8230;&lt;/strong&gt;&lt;/h3&gt; &lt;p&gt;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 &lt;em&gt;where&lt;/em&gt; to go next, but &lt;em&gt;why&lt;/em&gt;—and what each option means from both a strategic and financial perspective.&lt;/p&gt; &lt;p&gt;Yet one thing has become clear: &lt;strong&gt;Most advisors have never had access to true investment-banking-level analysis around value, liquidity, and long-term economics.&lt;/strong&gt;&lt;/p&gt; &lt;p&gt;As a result, they’ve been making the biggest decisions of their careers with incomplete or incomparable information.&lt;/p&gt; &lt;p&gt;&lt;strong&gt;That gap is exactly what inspired the creation of the &lt;/strong&gt;&lt;strong&gt;Breakaway Investment Banking Initiative&lt;/strong&gt;—a joint effort between Diamond Consultants and the &lt;strong&gt;Dynasty Investment Bank&lt;/strong&gt; designed to bring objective, institutional-grade financial insight into the advisor decision-making process.&lt;/p&gt; &lt;p&gt;&lt;strong&gt;Sam Anderson,&lt;/strong&gt; 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:&lt;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" /&gt;&lt;/p&gt; &lt;ul&gt; &lt;li&gt;The breakaway landscape—and what’s changed in recent years.&lt;/li&gt; &lt;li&gt;Private equity—and how it has influenced expectations.&lt;/li&gt; &lt;li&gt;Autonomy vs. economics—and how to resolve the often-competing priorities.&lt;/li&gt; &lt;li&gt;Short-term liquidity—and what its potential impact could be on long-term value.&lt;/li&gt; &lt;/ul&gt; &lt;p&gt;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 &lt;strong&gt;Breakaway Investment Banking Initiative is designed to provide greater clarity to help advisors make critical decisions&lt;/strong&gt;.&lt;/p&gt; &lt;p&gt;&lt;em&gt;&lt;span style="font-size: small;"&gt;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.&lt;/span&gt;&lt;/em&gt;&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;p&gt;&lt;strong&gt;&lt;em&gt;Want to learn more about where, why, and how advisors like you are moving? &lt;/em&gt;&lt;/strong&gt;&lt;a href="https://www.diamond-consultants.com/contact-us/"&gt;&lt;strong&gt;&lt;em&gt;Click to contact&lt;/em&gt;&lt;/strong&gt;&lt;/a&gt;&lt;strong&gt;&lt;em&gt; us or call 908-879-1002.&lt;/em&gt;&lt;/strong&gt;&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_6972270090ef7"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3&gt;&lt;b data-stringify-type="bold"&gt;Related Resources&lt;/b&gt;&lt;/h3&gt; &lt;p&gt;&lt;a href="https://www.diamond-consultants.com/services/the-breakaway-bank/"&gt;&lt;strong&gt;The Breakaway Investment Bank Initiative&lt;/strong&gt;&lt;/a&gt;&lt;br /&gt; A single, coordinated framework for elite advisors that prioritizes objectivity, clarity, and long-term value.&lt;/p&gt; &lt;p&gt;&lt;strong&gt;&lt;a href="https://www.diamond-consultants.com/dynasty-financial-partners-and-diamond-consultants-partner-to-launch-the-breakaway-investment-banking-initiative/"&gt;Dynasty Financial Partners and Diamond Consultants Partner to Launch the Breakaway Investment Banking Initiative&lt;/a&gt;&lt;br /&gt; &lt;/strong&gt;Dynasty Financial Partners and Diamond Consultants, proudly unveil a unique initiative for top-tier wirehouse and broker-dealer advisor teams across the United States.&lt;/p&gt; &lt;p&gt;&lt;strong&gt;&lt;a href="https://www.diamond-consultants.com/the-missing-narrative-of-the-129b-merrill-breakaway-story/"&gt;The Missing Narrative of the $129B Merrill Breakaway Story&lt;/a&gt;&lt;br /&gt; &lt;/strong&gt;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.&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_69722700910d3"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt;&lt;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"&gt;&lt;span class="vc_sep_holder vc_sep_holder_l"&gt;&lt;span class="vc_sep_line"&gt;&lt;/span&gt;&lt;/span&gt;&lt;span class="vc_sep_holder vc_sep_holder_r"&gt;&lt;span class="vc_sep_line"&gt;&lt;/span&gt;&lt;/span&gt; &lt;/div&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;p&gt;&lt;strong&gt;Sam Anderson&lt;br /&gt; &lt;/strong&gt;&lt;strong&gt;Chief Capital Officer, Co-Head of Investment Banking&lt;/strong&gt;&lt;/p&gt; &lt;p&gt;Sam Anderson is the Co-Head of &lt;a href="https://dynastyinvestmentbank.com/" target="_blank" rel="noopener"&gt;Dynasty Investment Bank&lt;/a&gt; at &lt;a href="https://www.dynastyfinancialpartners.com/" target="_blank" rel="noopener"&gt;Dynasty Financial Partners LLC&lt;/a&gt;. 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&amp;#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.&lt;/p&gt; &lt;p&gt;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.&lt;/p&gt; &lt;/div&gt; &lt;/div&gt; &lt;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" &gt;&lt;span class="vc_sep_holder vc_sep_holder_l"&gt;&lt;span class="vc_sep_line"&gt;&lt;/span&gt;&lt;/span&gt;&lt;span class="vc_sep_holder vc_sep_holder_r"&gt;&lt;span class="vc_sep_line"&gt;&lt;/span&gt;&lt;/span&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row row highend_6972270091435"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-12"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_text_column wpb_content_element" &gt; &lt;div class="wpb_wrapper"&gt; &lt;h3 style="text-align: center;"&gt;Also available on your favorite podcast app and other media sites&lt;/h3&gt; &lt;/div&gt; &lt;/div&gt; &lt;div class="vc_row element-row vc_inner row"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;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"&gt;&lt;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" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;a href="https://open.spotify.com/show/4v7mreLUwSSU0PaqqL7hHD" target="_self" class="vc_single_image-wrapper vc_box_border_grey"&gt;&lt;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" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;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"&gt;&lt;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" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;a href="https://www.youtube.com/watch?v=MR0w7TdgY-Q&amp;#038;list=PLKAolLWTGV8bpCuZIN4qW5-5JL9GknDG7" target="_self" class="vc_single_image-wrapper vc_box_border_grey"&gt;&lt;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" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-2"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="vc_row element-row vc_inner row"&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-3"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-3"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;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"&gt;&lt;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" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-3"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt; &lt;div class="wpb_single_image wpb_content_element vc_align_center wpb_content_element"&gt; &lt;figure class="wpb_wrapper vc_figure"&gt; &lt;a href="https://www.wealthmanagement.com/program/the-diamond-podcast-for-financial-advisors" target="_self" class="vc_single_image-wrapper vc_box_border_grey"&gt;&lt;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" /&gt;&lt;/a&gt; &lt;/figure&gt; &lt;/div&gt; &lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class="wpb_column vc_column_container vc_col-sm-3"&gt;&lt;div class="vc_column-inner"&gt;&lt;div class="wpb_wrapper"&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;/p&gt;</description>

The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing

DEC 30, 202559 MIN
The Diamond Podcast for Financial Advisors

Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing

DEC 30, 202559 MIN

Description

<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 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>