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A Special Industry Update, With Jason Diamond and Mindy Diamond Jason and Mindy Diamond revisit how advisor due diligence is evolving—from AI and enterprise value to firm stability, ownership, and optionality—and why those questions matter more than ever. In Summary Due diligence has always been about finding the right fit. But what advisors are evaluating has expanded considerably. In this replay of an Industry Update, Jason Diamond and Mindy Diamond revisit The Advisor Transition Playbook to explore how advisor priorities continue to evolve. Beyond the traditional reasons advisors consider change, they discuss newer factors shaping decisions today—from artificial intelligence and enterprise value to ownership structure, firm stability, and long-term optionality. The conversation reinforces that while every advisor's motivations are personal, the evaluation process has become far more strategic. Today's advisors aren't simply comparing recruiting deals or platforms. They're considering how today's decisions may influence the value, flexibility, and future of the businesses they're building. The Storyline For years, advisor movement was largely driven by familiar themes: bureaucracy, management changes, technology frustrations, and the desire for greater independence. Those factors remain important. But the conversations Diamond Consultants has with advisors today increasingly include questions that rarely surfaced just a few years ago. How should AI factor into firm selection? What is the long-term value of building enterprise value instead of simply maximizing a recruiting package? How important is a firm's ownership structure? And how should advisors think about stability in a marketplace where acquisitions, recapitalizations, and private equity investment have become commonplace? Jason and Mindy revisit the transition framework introduced in Part 1, focusing less on the mechanics of making a move and more on the evolving criteria advisors are using to evaluate their options. The result is a broader discussion about due diligence—not simply as a transition exercise, but as an ongoing strategic process for advisors seeking to build their best business life. Topics Covered Advisor due diligence Traditional vs. emerging drivers of advisor movement Artificial intelligence in wealth management Enterprise value and advisor ownership Recruiting deals versus long-term economics Reverse due diligence Firm ownership and stability Private equity in wealth management Advisor optionality Building a long-term advisory business Blubrry Player > Download a transcript of this episode… Listen and Learn Highlights for Advisors Why are the traditional drivers of advisor movement still relevant? (4:00) Jason and Mindy revisit the longstanding push-and-pull factors that continue to influence advisor decisions, from bureaucracy and management frustrations to the desire for greater ownership and control. How has AI become part of the due diligence process? (13:50) The discussion explores why advisors increasingly expect firms to demonstrate a clear AI strategy—and why investment, integration, and vision may become meaningful competitive advantages. Why should advisors care about enterprise value, even if they don't technically own their business? (24:30) Jason and Mindy explain why more advisors are evaluating decisions through the lens of long-term business value rather than solely short-term economics. What does reverse due diligence really involve? (37:15) The conversation highlights why advisors should evaluate prospective firms with the same rigor firms use when evaluating advisors. How does firm ownership affect advisor optionality? (38:00) Private equity, acquisitions, and changing ownership structures have made it increasingly important to understand what happens if a firm's strategy changes after an advisor joins. Why has due diligence become more strategic than ever? (45:30) The episode concludes with a broader discussion about defining one's “best business life” and making decisions that align with long-term goals rather than reacting to short-term frustrations. Key Takeaways The reasons advisors evaluate change have expanded well beyond traditional frustrations such as bureaucracy and compensation. AI has become an increasingly important component of firm evaluation, not because it replaces advisors, but because it can enhance productivity and client service. Enterprise value is becoming a consideration even for advisors who currently work within employee models. Reverse due diligence is just as important as a firm's evaluation of an advisor, particularly when assessing ownership structure, capitalization, and long-term stability. The most effective transition decisions balance immediate economics with long-term flexibility, ownership, and optionality. Every advisor's definition of success is different, making clarity around personal goals the foundation of any due diligence process. https://youtu.be/WZbUZJZK1yc Quotable Moments “Every advisor deserves to live their best business life.” “Just because you're frustrated doesn't mean you should move. You need something worth moving toward.” “The question isn't simply what you're paid today. It's what you're building over time.” “Knowledge is power. Understanding what your business is worth should be part of every advisor's decision-making process.” FAQs Why are more advisors expanding their due diligence beyond compensation? While transition economics remain important, advisors are increasingly evaluating technology, AI capabilities, enterprise value, ownership opportunities, and long-term flexibility as part of the decision-making process. How should advisors evaluate a firm's AI strategy? Rather than looking for finished products, advisors should assess whether a firm has a clear vision, meaningful investment, and an integrated approach to using AI to improve advisor productivity and client experience. What is reverse due diligence? Reverse due diligence is the process of evaluating a prospective firm as thoroughly as the firm evaluates the advisor. It includes understanding ownership structure, financial stability, culture, technology, leadership, and long-term strategy. Why does enterprise value matter for employee advisors? Even advisors who do not currently own their businesses may benefit from understanding how different business models create opportunities for ownership, long-term value creation, and future monetization. How has private equity changed advisor due diligence? Private equity has introduced new opportunities for growth and capital, but it has also made it more important for advisors to understand ownership structures, investment horizons, and what future transactions could mean for their business. What does Diamond Consultants mean by an advisor's “best business life”? It refers to aligning an advisor's business model, goals, client experience, compensation, flexibility, and long-term vision in a way that best supports both the advisor and the clients they serve. While transition economics remain important, advisors are increasingly evaluating technology, AI capabilities, enterprise value, ownership opportunities, and long-term flexibility as part of the decision-making process. Rather than looking for finished products, advisors should assess whether a firm has a clear vision, meaningful investment, and an integrated approach to using AI to improve advisor productivity and client experience. Reverse due diligence is the process of evaluating a prospective firm as thoroughly as the firm evaluates the advisor. It includes understanding ownership structure, financial stability, culture, technology, leadership, and long-term strategy. Even advisors who do not currently own their businesses may benefit from understanding how different business models create opportunities for ownership, long-term value creation, and future monetization. Private equity has introduced new opportunities for growth and capital, but it has also made it more important for advisors to understand ownership structures, investment horizons, and what future transactions could mean for their business. It refers to aligning an advisor's business model, goals, client experience, compensation, flexibility, and long-term vision in a way that best supports both the advisor and the clients they serve. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Related Resources The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between – Part 1 Annual Advisor Transition Report Top 10 Tips for a Strategic Due Diligence Process Should I Stay or Should I Go? View the transcript of this episode… The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between – Part 2 A Special Industry Update with Jason Diamond and Mindy Diamond. Jason Diamond: Welcome to a replay of one of the most popular episodes from our podcast series for financial advisors, The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between. It's Part 2 of a 2-Part Industry Update with Mindy Diamond. I’m Jason Diamond and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner, well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our Annual Advisor Transition Report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Jason Diamond: There’s been a noticeable shift in how advisors are approaching decisions about their business, not necessarily in whether they’re exploring change, but in what they’re focused on when they do. Mindy is back with me for a continuation of our earlier conversation on the Advisor Transition Playbook. Last time, we spent time on the mechanics, how due diligence works, what a move actually entails, and how to think through the process. What’s become more apparent since then is that the inputs into that process are evolving. The traditional drivers are still there, but layered on top are a set of considerations that didn’t carry the same weight before. AI is one of them, and not just as a tool, but as a differentiator that advisors are starting to diligence more seriously. Enterprise value is another. Showing up in conversations, even for advisors who don’t technically own their business, but are thinking more critically about what they’re building over time. And then there are questions around stability, ownership, and flexibility. What happens to the firm itself and whether advisors retain the ability to adapt again if circumstances change. None of this is theoretical. It’s showing up in real time conversations. What we want to do here is unpack those new triggers of advisor movement and what they suggest about how decisions are being made today. So let’s get to it. Mindy, the legend, thank you for joining me. So glad to have you on. Mindy Diamond: Thank you. I’m so happy to be here. Jason Diamond: Great. Let’s dive right in. I’ll set the stage really quickly one more time. When we spoke about this topic last, we talked about the drivers of movement, what we’ll call in this conversation as the old or the legacy drivers of movement, and we spoke about the mechanics of the move. Before we get into the new drivers of movement, which I want to be the meat of the conversation, remind us, when we talk about the legacy drivers of movement …. And by the way, by saying legacy, I by no means want to suggest that they’re not valid today, because they’re equally valid, if not more so today than they were then. But when you think of the classic drivers of movement in our industry, what are they? Mindy Diamond: Yeah. So I would say, first of all, let’s start by saying that for every advisor, they’ve got a unique set of needs. So the first thing to say is that while you and I can talk about the categories of frustrations or things that might bother an advisor, they show up differently in each advisor’s life. So it’s important to note that everyone is unique. But generally speaking, if I had to package them, I’d say it’s number one that shows up most of the time is too much bureaucracy. A feeling that a firm or a model is just too hypervigilant in terms of compliance and it’s too bureaucratic and too hard to get things done. Number two would be some sort of change in or frustration with management. Something is going on that the person or persons that are responsible for managing the business are just not … They’re not the wind at their back. They’re obstreperous. They’re causing difficulty and frustration. And probably the third one would be less about a pain point and more about the desire to be something that they couldn’t where they were. The notion that they want to be more independent, they want to be a business owner and they just can’t do that. That doesn’t exist within the model where they work. Those probably have been the three ones top of mind, but I bet you’ll have some … You’ll add to that. Jason Diamond: I’ll add a couple. But before I do, I’ve heard you talk about this topic, maybe said another way as pushes and pulls. Can you explain what you mean by that? Mindy Diamond: Yeah. So I think that we think about the pushes, the frustrations, the things pushing somebody out the door, the factors that make it less easy or less fluid to do business. And there’s almost always pushes that exist when somebody comes to us, where they’re frustrated to some degree or another about certain things. But we tell people all the time that just to be frustrated should never be enough, because if all you’re doing is running from one set of problems, you’re very likely to run into maybe a different set, but still problems elsewhere. So a move needs to be driven in equal part, if not more, by pulls. Being pulled toward an opportunity that can be needle moving enough or better enough than where you are now. Pushes and pull. Jason Diamond: I love it. So let me ask you a little bit of a pointed question. Is a recruiting deal a valid pull factor? Mindy Diamond: So look, it’s different for every person. We’ve had advisors come and say, “I just went through a divorce and the most important thing to me is to recapitalize. And so a recruiting deal is really important.” And while I would never be one to say that’s not valid, it can be … And by the way, any advisor should want to and expect to better their financial situation. There should be economic gain. But it shouldn’t be the only or the primary reason for the move. So you want to monetize. The notion of wanting to monetize in the short term should be a factor in what model you pick, but it shouldn’t be the primary driver for a move. Jason Diamond: I agree with that wholeheartedly. I was going to say something I think maybe would’ve surprised you a little, which is like, yeah, I think recruiting deal is a very valid pull factor because what we’re saying is, it shouldn’t be the only pull factor. And sometimes it is and it makes us a little bit sad, I think, when that’s the case. But all of these factors you mentioned, and the ones I would add, I think that maybe technology would be another kind of factor that drives movement, all of these factors are not one specific reason. If you did the exit interview, either actually conducted the exit interview with advisors or thought exercise exit interview, I think they would point to a confluence of all of these factors. Compliance was a headache. I wanted to launch a podcast. I wanted to be able to send a timely communication to my clients. We used to hear that one during COVID a lot, right? By the time compliance approved something to send to clients, it was already stale. So do you agree with that, that it’s generally a confluence or a combination of these? Or in your experience, is it advisors are like, “No, compliance or the tech is so bad, I’m out”? Mindy Diamond: Yeah. So most often there’s a straw that breaks the camel’s back incident or thing where they’re willing to put up with a series of minor paper cuts, if you will. And then almost always there’s something that happens. You and I got a call the other day from a team that said that they had split from their partner and the management of the firm was favoring the ex-partner, making it harder for them to stay or making it less fun or feel good for them to stay. So while they gave me a laundry list of things that were imperfect, I don’t know that any one of the things that were imperfect up until then would’ve been enough to drive them out. But when that one thing, that feeling that they were a second class citizen came up, that was the straw that breaks the camel’s back and went from a minorly frustrated to, “I’m out of here.” Jason Diamond: Yeah. And there’s probably a hundred examples you could walk us through. And I wanted to just highlight too, this concept is not limited to the wirehouse or employee or captive firm world, this is equally relevant for independent advisors. Granted, some of the pushes and pull factors, some of the triggers are not necessarily the same, but the idea that advisors outgrow a broker dealer or an RIA or either need or want or desire in some way, shape or form, greater autonomy, flexibility, freedom, control is certainly not limited to the employee space. I just wanted to make that point. Mindy Diamond: And I think that’s absolutely right. I think the notion of that frustrations or limitations or bureaucracy only existed if you were a W2 employee at a bulge bracket firm. That went out the window. As the industry landscape has expanded and there’s more and more valid ways to be a financial advisor, there’s more and more ways for a firm or a model or an infrastructure to frustrate an advisor. And that’s not being overly negative. It’s just to say there is no perfection anywhere. Jason Diamond: Yeah, 100%. And by the way, to play a little bit of devil’s advocate on that, and then we’ll move on, I would just say there are pain points that might come from a firm being small and subscale as well. My firm doesn’t have efficient technology. They don’t invest enough in the business. They don’t provide a lead mechanism. They don’t have a robust banking and lending or investment solutions platform. So this stuff cuts both ways. An advisor can be frustrated or limited and an advisor can be excited. Pushes and pulls I think touch on, we’ve heard from advisors in every single pocket of the market, this is a relevant concept. Mindy Diamond: The theme of this is that every advisor deserves to live their best business life. That’s what people are in search of when they reach out to us or when they engage with us. What they’re looking for more than anything, and this is irrespective of where they work or how long they’ve worked or how much they manage, every advisor is in search of their best business life. And what defines their best business life is having the best quality of work life, but also the best ability to do what they want to do with their business, to serve their clients without limitations, to grow the way they want, to be paid a fair wage, and ultimately set up to maximize the value of the business they’ve built. Those are the definitions of one’s best business life. Jason Diamond: I used an even simpler definition of best business life and I stole it from you, which is the true north concept, which is if your true north is maximizing enterprise value and chasing the dollar and trying to build something that’s scalable and saleable, then great. If your true north is to build a lifestyle practice, there’s plenty of advisors who are successful and happy and content in that regard as well. And I think that’s what we’re talking about, is finding your true north and then it’s possible. I mean, that’s the beauty of the landscape. We’re talking about this, a lot of this is pain points or things that advisors experience. The exciting part of this is there’s never been a better time to be an advisor because of the breadth of choice they have and the ecosystem that’s been born to support advisors, to your point, across the spectrum. Mindy Diamond: Yeah. And it’s also, I think, worth saying that it starts with really good crystal clear clarity around not only what’s frustrating you, but what you want ideal to look like. Because I can’t tell you, or I can tell you because … I can’t tell our listeners, I can’t stress enough how often we get calls from advisors that tell us where they think they want to be or tell us they want to move. They have clarity about what’s frustrating them or what they want to change, but they don’t really have clarity about what they want it to look like. And the less clarity you have, the less likely you are to be successful in finding the exact right solution. So our work, the thing we probably do best is really work with advisors to help them. It doesn’t take long. In an hour conversation, we can help them to really get crystal clear on what they’re looking to solve for. Jason Diamond: Absolutely. All right. Great appetizer. We set the table. Let’s dive into the main course now. I want to talk now about what I’m calling the 2.0 triggers or the new triggers of movement. And to be clear, it’s not that these are more important or better or more significant drivers of movement. In fact, you could argue they’re probably at present less significant than the ones we just listed. But I think what we’re saying is these are triggers that are starting to come up more and more in conversations and we expect them to only proliferate further. And in that regard, they’re noteworthy and important for advisors because advisors should be reconciling not just what are the things I need to be worrying about today, but also what are the things I need to be potentially worrying about five years from now. So with that in mind, let’s dive in. I think the first one we have to start with is AI. And I always chuckle a tiny bit when we mention AI, we used to have to specify what are we talking about. Are we talking about artificial intelligence or alternative investments? And now it’s very clear. Everybody knows we’re talking about artificial intelligence. So the direction of the industry, no over-dramatization to say is at stake here. It’s that important of a topic. Let me ask you just very simply first, is this coming up in conversations with advisors? Mindy Diamond: Oh, all the time, but it’s almost table stakes. So I think the way it comes up is that people assume, advisors assume, and by the way, have the right to assume that AI is part of the tech stack. The notion that if I’m evaluating a firm and part of what frustrates me or part of what’s really important to me is cutting edge, really robust technology, part of what I am expecting is that a new firm is going to have really robust technology. And part of that is really robust access to AI. And has honed the AI in a way that’s user-friendly, that really answers or delivers on making me a better … Not replacing me as an advisor, but making me a better, more efficient advisor. Jason Diamond: 100%. And I would also add, so as I think about this AI topic, I don’t want this to become a conversation around, is AI going to replace advisors, because I think we both agree that’s not going to be the case. Especially at the top end of the market for quality advisors, I think they’re not going anywhere. But in my view, when we think about the trigger of movement, AI has the potential to be transformative because a couple kind of use cases or trigger cases come to mind, and I’d love to hear your thoughts. One is, do you think advisors will potentially consider a move because they’re worried about this? So in other words, play this logic out with me. I’m 55 years old and I’m like, “Oh man, AI might be coming from my job.” And there’s firms offering 400% of revenue to move my book. Maybe I should take that check and kind of de-risk and monetize while I can. What are your thoughts on that? Mindy Diamond: I absolutely think we’re already working with that fall into that category, but to say that is the only reason for the move would be wrong. I’m grateful that people trust us enough to be transparent with us. So they let us know that underneath the notion that they want to better serve clients, they ultimately want better access to A, B, and C, they want to be able to do D, E and F with less restriction, is really the main reason for the move. But underneath it, the notion that my book, I want to protect myself. My book may well be the biggest it’s ever going to be. It is going to be worth more today than it could be in the future if things don’t go my way. And if I know I’m going to move and one of my goals is to monetize, I might want to do that now. Jason Diamond: I agree. And that’s where the top deal story comes in also. Firms paying a top deal is a part of that story. It’s what you just said, plus advisors know firms are willing to pay incredible multiples. I mean, as we speak, UBS is in market with one of the largest deals in history. So those two narratives side by side, I agree. I think this becomes more of a kind of catalyst or driver movement. It’s come up in my conversations on both sides of the spectrum. It’s the tech savvy, AI savvy advisors who are excited about this, who are like, “I want to be the most AI enabled version of myself I can be. It’s going to make me a rockstar and it’s going to widen the gap with my peers,” but it’s also come up with the people who are, I think, rightly scared and fearful about what this might mean for their job. Mindy Diamond: Let me ask you, what are examples of the way you’ve seen some of the best firms who have embraced AI? What is their narrative? What is it that they’re saying to advisors that if you come here from a tech or AI perspective, you’ll be better because we’re able to do … Fill in the blank. Jason Diamond: Yeah. So a couple that come up. First of all, I want to make the important point. Advisors do not expect that firms, either their current firm or firms that they are diligencing prospectively, have this figured out or solved. Everybody understands this is a fairly new area that firms are still very much kind of developing their strategies in. What advisors want to see is a few things. They want to see though leadership, they want to see investment, and they want to see a strategy, right? Effectively, they want to see a step in the right direction, really. So I’ll give you a couple examples. There are a number of tech savvy RIAs, very tech-enabled, AI-focused RIAs, because I think this is easier to be nimble. I think where you’ll see this quicker probably is in the independent space. That what they’re doing is things like this. An advisor logs on to their workstation in the morning and their system queues them proactively, Mr. and Mrs. Smith may be good candidates for a Roth IRA conversion. And then if the advisor decides to contact the client in some way about it, the system will of course help them draft the communication, but then it’ll take it a step further and actually help them to process and transact that conversion. So soup to nuts, ultimately driving efficiency. That’s the name of the game. That’s why firms, I think, are excited about AI, at least the good firms. Because what I think they realize it will do is, the stuff that’s a waste of time that could be automated that advisors, and probably even more so their associates, client associates are spending time on, that should be a massive time saver for advisors. And I think if you play that story out, what does that mean? It should mean bigger books of business and therefore more productive advisors because they have more time to prospect and focus on their clients. Thoughts? Mindy Diamond: Yeah. So I think you said it perfectly, but it raises the question then. You say that the RIAs can be more nimble. You’re right. I mean, the big story around the biggest firms was like moving a battleship, it takes a long time to turn it. It’s not as nimble. So what and how are the bigger firms competing against the RIAs with respect to AI? And second question, we still always get questions, and rightly so, about Morgan Stanley has more money to invest… Jason Diamond: That was going to be part of my answer. Mindy Diamond: … than fill in the blank RIA. So how does that all work? Jason Diamond: That is absolutely going to be part of my answer, is that I have heard this question posed almost presumptively both ways. “Oh, it’s got to be that the RIAs are going to be the clear winners in this.” And I’ve also heard, “Oh, it’s got to be that the wirehouses are going to be the clear winners in this.” I don’t think it’s going to be channel specific like that. I think it is going to be firm specific. I think there’s going to be firms that are going to do this well and firms that are going to not do this well. But there’s going to be winners in the wirehouse space. There’s going to be winners in the regional firm space, with firms like Raymond James who are clearly trying to be on the cutting edge of this. There’s certainly going to be winners in the broker-dealer space. LPL is investing heavily in this, as are many of their broker-dealer competitors. And then of course the RIA space, where sometimes they may not have the budgets, but they have a couple things. They have private equity backing, sometimes. They have the custodians that they’re built on, right, or the tech vendors that they’re built on. So Schwab and Fidelity or Orion and Addepar. They have other ways to access these innovations. One of the things that comes up with this that your question I think gets at is, a similar question that was raised around technology stacks, which is strength of offering versus integration. And that’s where I think a firm like Morgan Stanley really will shine, is they should … Because they don’t put anything out that’s not well integrated. The big firms have generally done a pretty good job of that. Versus the RIAs. Sometimes we’ve heard feedback where, yes, you have access to you name it, right? You dream it up, you can go and buy it. But the left hand may not speak to the right hand quite as well. Mindy Diamond: Yeah, that’s actually a really good point. And integration is probably one of the biggest … If you ask an advisor when they talk about technology as either being one of their pushes or pulls, probably what they’re referring to more than anything is not only having the capability, but having the integrated capability. So that’s a great point. And I think your point is right, that the final chapter on this has not been written. Nobody thinks that it has. And so whatever answers you and I can talk about today about who’s winning this race, or this tech race or this AI race, will be totally different tomorrow. We all know that. But I think for purposes of this conversation, to say that an advisor having an expectation that their technology be outstanding and that AI be on the table, that a firm is embracing it and heading in the right direction, if you will, has the right thought leadership and the right willingness to invest in it is what advisors are really looking for right now. Jason Diamond: Absolutely. And this is a question too from the firm’s perspective, if you are a firm of any size, you must be able to answer that. This has become question 1A. And again, I don’t mean to suggest that I think AI is the number one most important factor driving advisor movement today. It very well might be at some point down the road. I don’t think we’re there yet. But I do think it’s the topic du jour or the hot topic, where every advisor is asking about this. So that means if you’re a firm, you need to be prepared to tell the story or at least have the vision. And I think what we’re hearing from both advisors and from firms is this, AI is going to … What is right now a gap between the good and the bad, the quality and the non, is going to become an absolute chasm, right? An absolutely mountainous gap between the best firms and the firms who are able to adapt this technology or this AI. And the same thing at the advisor level, between the AI-enabled superpowered advisor versus those who are in the dinosaur ages, for lack of a better term. Mindy Diamond: Yeah. And we’ll move on, but it is worth saying that the day of the standalone independent, the one man or one woman band who hangs out a shingle, and to use your term, running a lifestyle practice, nothing wrong with that, but it would be near impossible to imagine a world where a standalone independent can compete with a private-equity-backed RIA or an RIA that has a big pool of capital behind them or to compete with the major firms. And our point is the ability to compete is probably more important with respect to this topic than just about any other. Jason Diamond: Totally agree. Thank you for tying a bow on that because I think that’s a good place to leave the AI topic, at least for now. I’m certain we’ll have more to say on this one. By the time we release this episode, we’ll probably have more to say on it. So we’ll have to do a follow-up again. But I want to talk now about enterprise value. And this is one where if you’re an RIA or if you’re an advisor at an independent firm, this might sound like a duh, but hear me out on this one. The idea is as follows, if I’m a wirehouse advisor or any sort of captive advisor, I don’t technically own anything. Agree? Mindy Diamond: Agreed. Jason Diamond: Okay. So if that’s true, that I don’t technically own anything, I technically don’t have any sort of enterprise value or ability to monetize. But my premise here and why I would argue that enterprise value has become a driver of movement is even wirehouse advisors know … They see teams like OpenArc, a massive RIA that launched last year. They see their corner office peers breaking away, starting independent firms. They see them selling to asset managers, private-equity-backed RIAs, private equity firms in their own right for these massive multiples. And what I guess I’m getting at, and I’m curious if you agree is, if a wirehouse advisor, let’s say, sees their colleagues sell to a private equity firm for 20X, doesn’t that have to become a little bit of a catalyst for movement in its own right? Mindy Diamond: Without a doubt. Historically … Actually, let me date myself. When I started this business now 32 years ago, there was zero way for an advisor who was a captive employee of a firm, of any firm, to monetize their business. It’s why there was so much movement, because the only way they could monetize was to get paid a big fat transition deal to move from one firm to the other. Jason Diamond: Yep. Mindy Diamond: Obviously, we all know that first it started with the big firms, and then just about every brokerage firm on the street began to offer a retire-in-place program. And that is the big firms or a traditional brokerage firm’s way of allowing advisor to monetize in place from their perspective to stave off attrition. And for an advisor that believes that the status quo serves them well, that finishing their career, that leaving their legacy, that leaving their team at their firm is the best thing to do, then those retire-in-place programs, like Merrill’s CTP or Morgan’s FAP or UBS’s Alpha or a name at every firm has them, is the best gift to advisors there is. But the problem is that the next generation at those firms are buying an asset they don’t own. And so when we talk about enterprise value or the desire to build enterprise value as a real driver of movement, what we’re talking about is not only that advisors want ownership of an asset, because ownership translates into more control and autonomy and agency over building it the way you want to, but it also translates into maximizing the value of the business that you’ve built. So that’s a long-winded way of saying that the OpenArc deal you are referencing, for anybody not familiar, is a Merrill Lynch team, a legacy Merrill Lynch team in Atlanta that was managing more than 120 billion in assets, part retail, ultra high net worth client assets, and part institutional consulting assets. And believe me, I don’t want to make it sound like it was a snap that one day they’re happy and the next day they’re going independent. Over a 10-year period became more and more aware, driven by the pushes and more aware of the pulse. But ultimately, while there was a long list of things they wanted to be able to do that they couldn’t to best serve clients and grow the business, the real driver at the end of the day, or I shouldn’t say the real driver, but a major driver was the notion of building and owning enterprise value. Yes, they could have all gotten very attractive deals and retired with your Merrill CTP, but they wanted to own the business, they wanted cap gains treatment. And so they went through the sweat equity big time of building what they’re calling OpenArc for the ability for probably five, 10, 20 years, because there’s partners with all different ages, so at all different times, to be able to really maximize the value of the business they’ve built. Jason Diamond: Can I push back on that for … It’s a super helpful example, but my one thought is, okay, yeah, of course, 130 billion in assets, they should be concerned with enterprise value at that size. And the delta between caring about enterprise value and not is too great because those guys have, by all accounts, a phenomenal business that is rivaled by very few in the industry. Most of our audience does not fit into that stratosphere. So what about advisors in, let’s call it the million to $10 million space? Should they still care about this concept? Mindy Diamond: Again, it’s an inside job. It’s a personal thing. Some don’t. But the answer is yes. And if I were them, I would. Why? Because whether I am generating a million a year in revenue or $10 million a year in revenue, at the end of the day, I’ve got an asset. I’ve built a valuable asset. And I have the choice at the end of the day or the middle of the day to decide a million things about that asset. How do I want to live my business life? How do I want to serve my clients? Where do I want to work? But one of the biggest factors to determining where and how they want to work is, ultimately, do I want to be able to maximize the value of the business that I’ve built? And while there are few things that are really definitive in this industry, the one thing that is absolutely indisputably definitive is that if you build an independent practice like the ex-Merrill Lynch churned RIA OpenArc team did, you will ultimately build enterprise value exponential multiples greater than any way you could monetize the business as a traditional employee. Jason Diamond: And that math absolutely still holds up even at numbers smaller than we’ve mentioned. I totally agree with that. I’ll give you one other reason why I think you should care. And I’d love your thoughts on this one. I’ll ask it two ways maybe. I’ll tell you my take and then I’ll ask you yours. Morgan Stanley, let’s use as an example. Who are Morgan Stanley’s competitors? In my opinion, the legacy answer to that is, well, of course the wirehouses are Morgan Stanley’s competitors. Merrill, UBS, Wells Fargo, what maybe used to be a longer list, but today those four. I don’t think that’s the answer anymore. I think those are the direct competitors. But because of this enterprise value conversation, I think Morgan Stanley’s competitors are anyone and everyone who recruits financial advisors with books of business. Because if you think about it, an advisor who has a $3 million business at a wirehouse, even if they’re not actually going to do this, they don’t have any entrepreneurial spirit, no desire to go independent, they still know that they could. This is an option and a viable option. And firms are even figuring out ways to cut out the middle step, right? Because this was historically a two-step process. You’re a wirehouse advisor or a W2 advisor. You break away, launch an independent business to establish your enterprise value, begin building it, and then you monetize it. If you could cut out the middle step, or even if you couldn’t, I still think it’s pretty clear that if you’re an advisor, this is important because the firms know … Like when Morgan Stanley’s writing a recruiting deal, they’re kept honest by RIAs and acquirers just the same as their direct peer set. Do you agree with that or do you think I’m reading too far into this? Mindy Diamond: Oh no, I agree a thousand percent. I think that it is naive for anyone recruiting for or on behalf of a traditional firm to think that the only competition is another traditional firm. The days of pomposity for a senior leader at a traditional firm to say, “We’ve got the best technology, the best everything fill in the blank. We have no competitors.” That’s just naive. Because even if it’s true, you’ve got the best platform infrastructure fill in the blank, there is a multitude of advisors that value things different than what you can provide. Beauty is in the eye of beholder is probably a good way to say that. But at the end of the day, what we’re really talking about is when I started the business, because there was no way, no really good way for an advisor to really monetize their life’s work, the only thing they could or were focused on from a personal financial gain perspective was the short-term deal. What are they paying? What’s the transition deal? Now, of course they’re concerned about that. But almost to a person, they’re equally concerned about what I can build and what will this allow me to build in terms of the value of the business I’m building in the long term. So let me ask you, if we’re talking about an advisor that has the ability to monetize in the short term for what could be 4X and in some cases more than that these days, and we’re talking about the ability to maximize enterprise value, and we talk about the concept of moving once and monetizing twice, what kind of numbers are we talking about? Fill in the blanks there. Jason Diamond: It’s such a hard question to answer because I do genuinely believe recruiting deals, when you talk about 300 to 400% revenue deals in the recruiting space, they vary a little bit, but I feel pretty comfortable quoting those types of numbers that most firms are somewhere in the 300 to 400% of T12 realm. There are some outliers, we mentioned UBS. But the multiple or EBITDA based or enterprise value M&A market where we’re doing these legitimate buyout transactions, the valuations do vary quite a bit. But here’s how I think about it. First of all, most firms are not purchased or sold at top line revenue. Most are sold at some sort of adjusted EBITDA number, which factors in local expenses, platform expenses, but also advisor compensation. And then that adjusted number is typically multipled. The multiples are anywhere from 8X for small kind of, let’s say, million dollar revenue businesses up to, we’ve seen deals struck at north of 20X for some of these mega cap RIAs. Typically, just back of the envelope, if I had to quote, I typically estimate around 5X top line at capital gains is a good kind of ballpark valuation. But there is quite a bit of nuance to it, more so than the traditional recruiting space. And I do think, shameless plug, part of the value in working with somebody who’s an expert on the entirety of the industry landscape is just that. It’s the idea that you need to run the horse race across multiple verticals. The good advisors who work with us typically are looking at a wire like a Morgan Stanley or a Merrill. They’re looking at a boutique firm like a Rockefeller, or they’re looking at a regional like an RBC or a Ray J. They’re looking at an independent firm like an LPL or a Sanctuary. They’re looking all across the spectrum. Mindy Diamond: I think that’s exactly right. But the topic of enterprise value, you can see how powerful it is and how wise it is. For an advisor today, when considering their personal economics to consider not just the short term, but to weigh in or add in or factor in, what could I be building and what ultimately will that business be worth at the end of the day? Jason Diamond: Yeah, 100%. Short of going out and selling your business, what can advisors do then? So I’m an advisor, okay, I’m curious about this. Or is it just as simple as, “Yeah, you should know what your business is worth if you’re an advisor”? Mindy Diamond: Definitively yes, because I mean, we always believe that knowledge is power. And just like it’s important for you to understand what your options are within your own firm, how can I ultimately retire out and monetize my business where I am, I think it’s really hard to make a decision in a vacuum without having other perspective. And getting other perspective doesn’t have to be that you have to go out and take 20 meetings. It’s not that hard for you to figure out what your business is worth to make it a data point for whether or not you’re ultimately best to retire in place or go elsewhere. Jason Diamond: Yeah, that I think is the main takeaway. And the education point is so important. I think because these are relatively new concepts for a lot of advisors that haven’t formally shopped a business before, there’s a lot of resources available. And we’ll certainly link some as well on the page for the episode. Let’s shift gears now, our kind of final trigger 2.0, which is stability and ownership structure of the firm. And this has been a little bit of a hot topic. It’s honestly been a hot topic every year because it seems like things pop up every year. And a lot of times advisors don’t reconcile the question of who owns the firm or how stable is the firm until something happens. The firm gets bought, the firm goes bankrupt, like the First Republic scenario. What should a good advisor do proactively about the idea that if you’re a W2 employee or even an employee who’s affiliated with a broker dealer, you saw this with Commonwealth, you just don’t really have control over what the firm decides to do. Give me your thoughts on this. I know it’s a big topic. Mindy Diamond: Yeah. First of all, using Commonwealth an example, it’s a good one. Because for those unfamiliar, Commonwealth is a boutique broker dealer that was privately owned and whose tagline was, “We love our privately owned status and we are never going to sell,” until one day they did. And not only did they sell, but they sold to the biggest independent broker dealer in the country, ala LPL. That’s not good nor bad, it’s just a fact. So if Commonwealth, who had definitively said we’re never up for sale, suddenly sells, any time you’re an employee of a firm, you never know what tomorrow brings in. You’re not in control over whether it’s sold. So that’s one example. But as you’re talking about this, I’m thinking about, I’m probably going back 20 years, so I’m 10 years into my career and I talked to someone who had been a very successful Merrill advisor. So I’m going to say he was probably generating around $5 million in revenue at the time. Going back 20 years, that’s a pretty significant book of business. He was courted for years by what he thought was a top RIA. And in those days, remember 20 years ago, the RIA space wasn’t nearly as mainstream as it is now. But the story the RIA told him was that ultimately, one, he was going to be a partner in the firm, that was very appealing to him. So he was going to have equity in the firm and much more freedom and control. And locally, by the way, the RIA was a really high quality brand. He worked on a lot of the economics, the short term and the long term with them. They did a ton of due diligence on his book of business. But he failed to ask … And I didn’t represent him. I just know this story. He failed to ask or do enough due diligence about the stability of the firm. What we think is really important, we talk about this expanded landscape. If you’re looking at Morgan Stanley, I don’t think you necessarily need to see Morgan Stanley’s balance sheet. If you are talking to a firm that is anything but a bulge bracket or anything but a large firm, it’s really important to do what we call reverse due diligence and to really understand if a firm expects you to open your kimono and show everything about your business to prove your worth, it is equally important that you do the same for them. In this new world order where private equity has come in and there are so many different ways for a firm to be owned and to be capitalized, it’s very important that an advisor understand what’s going on behind the scenes. And one of the questions around stability, if a firm is private equity backed, is it permanent capital? Is it patient capital? Is the private equity firm going to look to sell and monetize in five years? And then who would the likely buyer be and what does that mean for you? So the question is a big question and it’s really important. Jason Diamond: I love everything you just said, except I do think even the wirehouses, wirehouse advisors, honestly, as much as anybody should be asking these questions. And I’ll give you an example right now, UBS. And UBS, it’s not a story of balance sheet stability. I don’t think anybody has concerns that UBS is going to fail. But UBS management has been very publicly, “Oh, we’re cutting costs.” There’s been some rumors, I think for years, probably dating back 30 years to when you started the business about UBS’s commitment to the US wealth management business. I think those questions about stability and ownership structure are still valid. And to me, the implication of it is twofold. One, what you said, reverse due diligence, ask the questions, plan B. But also the concept of the exits or the off-ramps or how many bites of the apple do you get. So if you’re an advisor and you sell your business to somebody and you sign garden leave and non-competes and non-solicits, the question of ownership structure of that firm becomes less relevant because you have no off-ramps and no ability to exit that business anyway. A lot of times that’s how advisors get comfortable with this concept. And that’s what firms will tell them too, frankly, and we’re living through the middle of this, by the way, with Commonwealth and LPL, is vote with your feet, right? To the extent advisors can, the offer … And this is like, you used the example of private-equity-backed firms. This is how Rockefeller addresses the question of their private equity ownership. If we sell to UBS, all of our advisors will leave. They have that built-in put option. So knowing where the off-ramps are or how many bites of the apple an advisor gets, I think is a big concept that ties into that. But we’re absolutely seeing this pop up, probably largely because of those two examples, Commonwealth and UBS this year, more so Commonwealth, to your point. Janney’s another example last year or two years ago now where KKR comes in and buys Janney. So when these examples happen, it seems like it triggers advisors to say, “Is this something that could happen to me and should I be thinking about this?” Mindy Diamond: Yeah. So let me ask you a question. You’re talking, you’ve mentioned UBS offering this outsized deal. So how does the notion of stability and ownership factor in? If an advisor is considering an unprecedented deal from UBS, what are the caveats or concerns with respect to stability and ownership? Jason Diamond: It’s the same list of considerations you should and would ask of any other firm you’re diligencing, except I think amplified even more in the case … If I was counseling an advisor who was looking at UBS, that would be what I would say, is exactly that. You’re seeing all of these departures and defections, and I would want to have conversations with those advisors and understand exactly why and have guarantees or assurances that I’m not going to suffer from those same pain points that force them to leave. Or, and I say this a little bit flippantly, but it’s a little bit true, I understand the devil that I’m getting into bed with, but for 550%, or whatever the deal might be, I can suck it up. And that’s something that some advisors might well say as well. Mindy Diamond: Yeah. Jason Diamond: I don’t want to end on the negative note of overly large transition, not there’s anything wrong with large transition deals, but as you look out, is there anything that’s coming up in your conversation with advisors that you view as the next wave of this? I’ll give you one that maybe you could touch on, and if you have another one, feel free to offer it in conclusion, but do you think age or advisors starting to succeed out of the business will become more of a driver of movement, even though to your point, advisors can access sunset deals? Mindy Diamond: I do actually, because I think the more the average advisor age increases, the more likely that those advisors are going to want to move on to do something else to monetize the business. And so much of the wave of movement we see is driven not so much by the senior advisor, because many seed advisors are happy enough with the ability to monetize their business in place. Even though it may not maximize the value of the business, it’s a close enough approximation and it means I don’t have to disrupt the apple cart. So we support that 100%. But where we get the calls is from the next generation that says, “Yeah, but hold on a minute. It’s a good way for me to take on a book of assets that I not otherwise have access to. And it’s great for my senior partner, my father, my mother, my whatever to monetize the business. But I’m buying an asset again that I don’t own and I ultimately don’t have control over all these things we’re talking about, the AI investment, the ability to create enterprise value, the stability, the cost cutting, all of it.” So I think it’s all of the above. You say, “What else is there?” I think that’s it. It’s all of the above. It’s anything and everything that drives movement. One, it’s personal, it’s highly unique, it’s different for every advisor. There are certainly themes, and we’re talking about them, but there’s a million different things. It’s personal. And while there are an awful lot of pushes, things that can frustrate an advisor, it is the most exciting time in our view to be an advisor, particularly a high quality one, because the options abound, the ecosystem is big, because the ability to monetize both in the short term and the long term is big, mammoth, exponentially bigger than it ever was before. And the true ability to really build an enterprise has never been greater. And I think all of those things, the desire for an advisor to be the best that they can be and live their best business life is probably the biggest driver of all. Jason Diamond: It’s really true these days, if you can dream it, you can probably build it. And we’ve said in the past, if you build it, they will buy it. It’s a great place to end. This was a really fun topic. I think that’s a spot on kind of fourth trigger, by the way, too. This sort of next gen is almost like the force multiplier or the amplifier of like they see all this other stuff and they’re asking these questions even more so. Because if I’m 60 years old, none of this matters all that much. It matters, but I’m out of the business in five to 10 years. Versus the next gen advisors are the ones who often bear the brunt of this. So I think a lot of really smart stuff. Thank you for sharing your wisdom and expertise. In the episode page, we’ll be sure we have our Industry Transition Report. And we’ve also created a tool, the top 10 tips for a strategic due diligence process, which is a great kind of practical hand-in-hand companion for this topic for advisors looking for more pointed tips on the due diligence process. So Mindy, thank you again. This has been a blast. Mindy Diamond: My pleasure. Thank you. Jason Diamond: Thank you for joining us. We'll be back with a new episode next week, so be sure to listen in. Mindy Diamond: As a financial advisor, you hold yourself to the highest standards of integrity, honesty, and credibility. You are successful because you take your professional responsibility seriously and are dedicated to your clients. But are you living your best business life? Are your goals aligned with your firms or could a better option exist? Should I Stay or Should I Go? is a book written with you in mind. It’s a self-guided journey that walks you through the key steps that we take with our advisor clients. This strategic thought process and roadmap to professional self-discovery is designed to help you ask the right questions and think critically and objectively, whether you’re considering change or not. Learn how to get your copy at diamond-consultants.com/thebook. The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between – Part 2 A Special Industry Update with Jason Diamond and Mindy Diamond. Jason Diamond: Welcome to a replay of one of the most popular episodes from our podcast series for financial advisors, The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between. It's Part 2 of a 2-Part Industry Update with Mindy Diamond. I’m Jason Diamond and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner, well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our Annual Advisor Transition Report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Jason Diamond: There’s been a noticeable shift in how advisors are approaching decisions about their business, not necessarily in whether they’re exploring change, but in what they’re focused on when they do. Mindy is back with me for a continuation of our earlier conversation on the Advisor Transition Playbook. Last time, we spent time on the mechanics, how due diligence works, what a move actually entails, and how to think through the process. What’s become more apparent since then is that the inputs into that process are evolving. The traditional drivers are still there, but layered on top are a set of considerations that didn’t carry the same weight before. AI is one of them, and not just as a tool, but as a differentiator that advisors are starting to diligence more seriously. Enterprise value is another. Showing up in conversations, even for advisors who don’t technically own their business, but are thinking more critically about what they’re building over time. And then there are questions around stability, ownership, and flexibility. What happens to the firm itself and whether advisors retain the ability to adapt again if circumstances change. None of this is theoretical. It’s showing up in real time conversations. What we want to do here is unpack those new triggers of advisor movement and what they suggest about how decisions are being made today. So let’s get to it. Mindy, the legend, thank you for joining me. So glad to have you on. Mindy Diamond: Thank you. I’m so happy to be here. Jason Diamond: Great. Let’s dive right in. I’ll set the stage really quickly one more time. When we spoke about this topic last, we talked about the drivers of movement, what we’ll call in this conversation as the old or the legacy drivers of movement, and we spoke about the mechanics of the move. Before we get into the new drivers of movement, which I want to be the meat of the conversation, remind us, when we talk about the legacy drivers of movement …. And by the way, by saying legacy, I by no means want to suggest that they’re not valid today, because they’re equally valid, if not more so today than they were then. But when you think of the classic drivers of movement in our industry, what are they? Mindy Diamond: Yeah. So I would say, first of all, let’s start by saying that for every advisor, they’ve got a unique set of needs. So the first thing to say is that while you and I can talk about the categories of frustrations or things that might bother an advisor, they show up differently in each advisor’s life. So it’s important to note that everyone is unique. But generally speaking, if I had to package them, I’d say it’s number one that shows up most of the time is too much bureaucracy. A feeling that a firm or a model is just too hypervigilant in terms of compliance and it’s too bureaucratic and too hard to get things done.

Breaking down the Broadway grosses and major theatre news Patreon: BroadwayRadiohttps://www.patreon.com/broadwayradio For a transcript of this episode, please email transcripts@broadwayradio.com and include the episode name. 1) Last week’s Broadway grosses:https://www.broadwayleague.com/research/grosses-broadway-nyc/ 2) ‘Chess’ to close on Broadway when Lea Michele departs in Junehttps://deadline.com/2026/05/chess-closing-broadway-lea-michele-1236921116/ 3) Louis-Drefus, Janney, Harris to lead ‘Other Desert Cities’ read more

Good friend of the Cruz Show Chiquis Rivera stopped by to talk about her new album Janney. She told us some great stories about her new music, family & more. It's always a great vibe when Chiquis comes through.See omnystudio.com/listener for privacy information.

Oscar-winner Allison Janney, Andrew Rannells and writer-director Jim Rash sit down with Newsweek's H. Alan Scott to talk about HBO's ‘Miss You, Love You,' a dark comedy about grief, estrangement and the unlikely bond between two strangers at a funeral. Janney and Rannells break down how they prepared for the role, why they memorized the entire script before day one and what made this one of the most satisfying projects of their careers. Rash opens up about the personal loss that inspired the story and the delicate balance of making audiences laugh and cry at the same time. Subscribe to my newsletter: https://for-the-culture.beehiiv.com Follow me: https://linktr.ee/halanscott See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Entrevistamos a Chiquis Rivera, quien regresa con un proyecto súper personal: Janney. Un álbum que no solo marca una nueva etapa en su carrera… sino también en su vida. Más honesta. Más vulnerable. Y completamente diferente a lo que venía haciendo. Además, en esta conversación hablamos de: Su experiencia con la marihuana, Cómo está su corazón y cómo su relación actual le cambió la vida, La diferencia de edad con su esposo, Cómo siente la presencia de su mamá, Jenni Rivera, El momento incómodo que vivió en tarima, Y su fuerte opinión sobre inmigración en Estados Unidos Una entrevista emocional, intensa y sin filtros.See omnystudio.com/listener for privacy information.

¿Qué pasa cuando todos creen conocerte… y tú apenas estás aprendiendo quién eres?  En este episodio de En Defensa Propia me siento con Chiquis o, como prefiere llamarse hoy, Janney Sánchez. Una mujer que creció con el apellido más pesado del regional mexicano, con una vida entera bajo el microscopio, y años cargando el peso de la fama, el juicio público y expectativas que nunca eligió.  Lo que me encontré en esta conversación no fue a la artista. Fue a algo mucho más profundo.  Hablamos de identidad, de sanación emocional y de lo que significa reinventarse de verdad cuando el mundo ya decidió quién eres. De crecer asumiendo responsabilidades que no le correspondían, de años viviendo para complacer a todos menos a sí misma, y del momento exacto, ese punto de quiebre, en que decidió que algo tenía que cambiar. También del riesgo más grande de su carrera artística: soltar la comodidad para crear el álbum más honesto de su vida.  Esta conversación no es sobre fama ni sobre música. Es sobre amor propio. Sobre el trabajo interno que nadie ve pero que lo cambia todo. Sobre lo que pasa cuando, por primera vez, te quedas en silencio contigo misma y tienes que aprender, casi desde cero, quién eres más allá del apellido, del personaje y de la historia que otros construyeron sobre ti.  Chiquis habla sin filtro sobre su proceso de crecimiento personal, la meditación como herramienta de autoconocimiento, la terapia psicológica, y las decisiones que la llevaron a reconectarse con su niña interior y con su verdad. Una conversación sobre el coraje de mostrarse vulnerable cuando el mundo espera que seas invencible.  Hay algo que dice en este episodio que no voy a olvidar. Y sé que a ti tampoco se te va a ir fácil.  Este episodio es para quien sonríe diciendo que está bien mientras por dentro algo se apaga. Para quien carga un nombre, una historia o una expectativa que no eligió. Para quien lleva años dándolo todo por los demás y siente que se perdió en el camino. Para quien sabe que es momento de sanar, pero todavía no sabe por dónde empezar.  Porque reinventarse no es borrarse. Es atreverte a aparecer. 

¿Qué pasa cuando todos creen conocerte… y tú apenas estás aprendiendo quién eres?  En este episodio de En Defensa Propia me siento con Chiquis o, como prefiere llamarse hoy, Janney Sánchez. Una mujer que creció con el apellido más pesado del regional mexicano, con una vida entera bajo el microscopio, y años cargando el peso de la fama, el juicio público y expectativas que nunca eligió.  Lo que me encontré en esta conversación no fue a la artista. Fue a algo mucho más profundo.  Hablamos de identidad, de sanación emocional y de lo que significa reinventarse de verdad cuando el mundo ya decidió quién eres. De crecer asumiendo responsabilidades que no le correspondían, de años viviendo para complacer a todos menos a sí misma, y del momento exacto, ese punto de quiebre, en que decidió que algo tenía que cambiar. También del riesgo más grande de su carrera artística: soltar la comodidad para crear el álbum más honesto de su vida.  Esta conversación no es sobre fama ni sobre música. Es sobre amor propio. Sobre el trabajo interno que nadie ve pero que lo cambia todo. Sobre lo que pasa cuando, por primera vez, te quedas en silencio contigo misma y tienes que aprender, casi desde cero, quién eres más allá del apellido, del personaje y de la historia que otros construyeron sobre ti.  Chiquis habla sin filtro sobre su proceso de crecimiento personal, la meditación como herramienta de autoconocimiento, la terapia psicológica, y las decisiones que la llevaron a reconectarse con su niña interior y con su verdad. Una conversación sobre el coraje de mostrarse vulnerable cuando el mundo espera que seas invencible.  Hay algo que dice en este episodio que no voy a olvidar. Y sé que a ti tampoco se te va a ir fácil.  Este episodio es para quien sonríe diciendo que está bien mientras por dentro algo se apaga. Para quien carga un nombre, una historia o una expectativa que no eligió. Para quien lleva años dándolo todo por los demás y siente que se perdió en el camino. Para quien sabe que es momento de sanar, pero todavía no sabe por dónde empezar.  Porque reinventarse no es borrarse. Es atreverte a aparecer. 

This week, Jack Sharry talks with John Yackel, Executive Vice President and Head of Wealth Management at Janney Montgomery Scott. With more than three decades of experience across wealth management, financial services, and fintech, John has built a career focused on helping firms modernize their technology, scale advisor platforms, and deliver comprehensive advice to clients. John joins Jack to discuss how long-established wealth firms can innovate while preserving the culture that defines them. He explores how Janney is investing in technology modernization, advisor productivity, and strategic expansion while maintaining its ownership-driven culture. John also shares how the firm's “supported independence” model helps advisors grow their practices, unlock capacity, and build sustainable businesses for the future. In this episode: (00:00) - Intro (01:13) - John's career path across wealth management and fintech (05:30) - How Janney's ownership model shapes modernization and advisor focus (08:01) - Expansion strategy: balancing growth, infrastructure, and culture (10:16) - The “supported independence” model for financial advisors (13:59) - Unlocking advisor capacity through practice management and succession planning (17:49) - Janney's service model for recruiting, integrating, and supporting advisors (20:23) - John's interests outside of work Quotes "You need to make it easy for the advisor to do business, and you have to meet the advisor where they do that business." ~ John Yackel "When we go out recruiting and speak with financial advisors, it's harder and harder to continue competing just by always articulating what product, service, or platform we have. The playing field needs to be leveled every day. You have to be innovative." ~ John Yackel "If you lead with organic growth and help existing advisors in your network become more productive, provide them with greater capacity, and support their lead generation and business development programs, you will start to have organic growth within your current business model." ~ John Yackel Links  John Yackel on LinkedIn Janney Montgomery Scott Envestnet SEI LPL Financial Prudential Financial Veterans Multi-Service Center Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

2026-03-04_Liz Janney by CurtinFM 100.1 in Perth, Western Australia

Bank M&A isn't about speed anymore. It's about preparation.In this episode of the Travillian Next podcast, investment bankers from Janney Montgomery Scott and D.A. Davidson break down how bank M&A has become a long game shaped by diligence, culture, regulation, and timing.Travillian's Brian Love and Andrew Liesch sit down with Dan Flaherty (Janney) and Gene Katz (D.A. Davidson) to discuss how M&A conversations now happen years before a deal is signed, why diligence has become confirmatory rather than exploratory, and how cultural fit, succession planning, and regulatory strategy increasingly determine whether deals succeed or fail.The conversation also explores the role of credit unions as bank buyers, how fintech and private investors fit into today's M&A landscape, and why boards are thinking beyond short-term stock reactions when evaluating acquisitions. For bank executives, directors, and investors trying to understand where consolidation is headed, this discussion offers a realistic, on-the-ground view of what's actually driving deals today.Topics covered include:• The evolution of bank M&A diligence• Why culture is now a core deal risk• Regulatory tone and approval timelines• Succession planning and talent-driven transactions• Credit unions, fintech buyers, and market dynamics• What investment bankers expect for bank M&A in 2026

In this episode, Derek Janney shares what happens when the “dream scenario” still leaves you asking who you are. After building a successful roofing company over 20 years and exiting with a strong financial win, Derek found himself in a season of transition, no longer running the business he'd built, walking through a divorce, and wrestling with the loss of the roles that once defined him.   This story is for anyone who has checked all the boxes of success and still wondered, “Now who am I?”

To get live links to the music we play and resources we offer, visit www.WOSPodcast.comThis show includes the following songs:Cali Tucker - Urban Cowboy FOLLOW ON SPOTIFYAva Valianti - Distant FOLLOW ON SPOTIFYSara Trunzo - Capricorn FOLLOW ON SPOTIFYLiv Cartier - Golden FOLLOW ON SPOTIFYTown Of Trees - Idiot FOLLOW ON SPOTIFYGodiva - Other Side Of Town FOLLOW ON SPOTIFYJayne & the Huntsmen - Katie's Song FOLLOW ON SPOTIFYLittle Minutes - My Jealousy FOLLOW ON SPOTIFYTaylor Janney-Rovin - Gemini FOLLOW ON SPOTIFYMallory Warman - Part Time Man FOLLOW ON SPOTIFYKaiya Campbell - Turn out the Lights FOLLOW ON SPOTIFYAllison Phillips - Jackson FOLLOW ON SPOTIFYSara Marie Barron - Moon FOLLOW ON SPOTIFYTEAN DREAM - In This City FOLLOW ON SPOTIFYKara Cole - back to the bottom FOLLOW ON SPOTIFYFor Music Biz Resources Visit www.FEMusician.com and www.ProfitableMusician.comVisit our Sponsor Profitable Musician Newsletter at profitablemusician.com/joinVisit our Sponsor Jennifer Harper at jenniferharpermusic.comVisit our Sponsor Christie Cook at https://open.spotify.com/artist/0vI7H5ziNypUnxkAswPQ5ZVisit our Sponsor Cathy Wood at cathywoodmusic.comVisit www.wosradio.com for more details and to submit music to our review board for consideration.Visit our resources for Indie Artists: https://www.wosradio.com/resourcesBecome more Profitable in just 3 minutes per day. http://profitablemusician.com/join

Join us for a thrilling journey into the heart of mystery and suspense. In this episode, Mrs. Canby, a spirited elderly woman, becomes an unwitting confidante to Mr. Paulson's shocking confession of a murder committed ten years ago. As she grapples with the weight of this revelation, the story unfolds with unexpected twists and turns, challenging her courage and resolve.Key Moments: Introduction to Mrs. Canby and her unexpected guest, Mr. Paulson. The chilling confession that sets the stage for a suspenseful narrative. Mrs. Canby's internal struggle with the decision to reveal the truth. The dramatic climax as hidden motives and secrets come to light.Featured Cast: Agnes Moorhead as Mrs. Canby Leon Janney as Mr. Paulson Roger DeKoven in supporting rolesThemes: The complexity of human morality The impact of past actions on the present The strength and resilience of the elderly#MysteryTheater #RadioDrama #Suspense #ClassicRadioDon't miss this captivating episode of CBS Radio Mystery Theater. Subscribe now to stay updated on our latest thrilling tales!

Mark Luschini, chief investment strategist for Janney Montgomery Scott, says that with no one talking about recession these days, he says "it is the one thing the market is at risk of having happen right now" because the market isn't pricing in any potential downturn. Recession is not his base case, but he says there is an economic soft patch to get through that will take the economy to the edge of stall speed; he does think the market will get through that to finish the year higher, with the Standard & Poor's 500 moving hitting 6,600. Luschini thinks investors will want to ride that upturn well diversified, including allocations to international stocks — and particularly developed Europe — where he thinks valuations will help to keep this year's run-up rolling along. Joseph Schuster, chief executive officer at IPOX Schuster, says that the market for initial public offerings has been hot this year — a fund based on his landmark IPO index is up more than 30 percent year-to-date — and has some more solid names that are ready for their roll-out, including financial companies Bullish and Miami International Holdings, which make their debuts this week. Plus, with the S&P 500 having closed Tuesday above 6,400 for the first time, Chuck has a recommendation for how investors should be reacting to the news, and the move they should be making here with the market at highs.

⁠EVERYTHING'S GOING TO BE GREAT⁠ in Theaters now!Director Jon S BairdWriter Steven RogersThe Smart family's life takes a dramatic turn when tragedy forces them to confront their oversized dreams, struggles with identity and chaotic regional theater life. As theater manager parents (Allison Janney and Bryan Cranston) work to support their two sons — a hunky football star (Jack Champion) and his flamboyant, theater-loving younger brother (Benjamin Evan Ainsworth) — unexpected circumstances compel them to move in with Janney's estranged brother (Chris Cooper). What begins as a temporary arrangement soon unravels years of familial tension, prompting each member to reevaluate their place in the world and in their relationships.Director Jon S. Baird orchestrates this warmly observant comedy-drama with a perfect balance of sharp humor and poignant family dynamics. The powerhouse cast delivers nuanced performances, with Janney and Cranston demonstrating once again why they are among the most versatile actors working today. Their chemistry grounds the film's journey through artistic ambition and life's unexpected detours, while Cooper adds layers of complexity as the long-estranged brother. Beyond its headline-grabbing ensemble, the film's tender exploration of how families navigate change and disappointment resonates with authenticity as these deeply human characters stumble toward reconciliation and renewal in this stirring celebration of life's messy beauty.—Jarod NeeceDirector ⁠Jon S. Baird⁠ ("Filth," "Stan & Ollie," "Babylon")Screenwriter ⁠Steven Rogers⁠ ("I Tonya," "P.S. I Love You," "Kate & Leopold," "Hope Floats," "Love the Coopers," "Stepmom")Guest:⁠⁠⁠⁠IMDb⁠⁠⁠ ⁠⁠⁠Website⁠⁠⁠⁠⁠⁠Mother, May I have a Kidney? - Tribeca⁠⁠Host:Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MentorsontheMic⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MichelleSimoneMiller⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MentorsontheMic⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MichelleSimoneM⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook page:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.facebook.com/mentorsonthemic⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ www.michellesimonemiller.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ www.mentorsonthemic.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/user/24mmichelle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you like this episode, check out:⁠⁠Close Up with Casting Director Paul Schnee (Barden/Schnee casting: "Pitch Perfect," "Sisters," "Palm Royale," "Winter's Bone")⁠⁠⁠⁠TRIBECA: Patricia Arquette and Camila Morrone on the U.S. Premiere of "Gonzo Girl""Wicked," "The Gilded Age"⁠⁠

Host Scott Phelan is joined by State Farm Insurance Agent Todd Shambo to discuss homeowners insurance and auto insurance, sharing advice on how much insurance coverage one should have, when someone should submit a claim, and more. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, […] The post PHELAN & MYERS 2 FOR 20: Understanding Your Insurance with Todd Shambo appeared first on Business RadioX ®.

Within popular culture, veterans of the Civil War are often depicted as having reconciled in reunions held throughout the nation in the late nineteenth century. Grainy images of Blue and Gray Reunions often show grizzled veterans shaking hands, symbolically pulling the nation back together as the bitter memory of the Civil War faded. Yet how accurate is this portrayal? Join us today for a discussion with a former research fellow who has written a book that reveals why this often-repeated tale of reunion and reconciliation fails to accurately capture how many remembered the Civil War. Dr. Caroline Janney is the John L. Nau, III, Professor in History at the University of Virginia. She has published 8 books, as well as numerous articles and book chapters. Her most recent monograph: Ends of War: The Unfinished Fight of Lee's Army After Appomattox won the 2022 Lincoln Prize. We are here to talk with her today about Remembering the Civil War: Reunion and the Limits of Reconciliation (2013). Dr. Janney was a fellow at the Kentucky Historical Society in 2009-10, when she was researching Remembering the Civil War. This book would go on to win the Jefferson Davis Award from the American Civil War Museum and the Charles S. Sydnor Award from the Southern Historical Association. Kentucky Chronicles is inspired by the work of researchers worldwide who have contributed to the scholarly journal, The Register of the Kentucky Historical Society, in publication since 1903. https://history.ky.gov/explore/catalog-research-tools/register-of-the-kentucky-historical-society Hosted by Dr. Daniel J. Burge, associate editor of The Register of the Kentucky Historical Society and coordinator of our Research Fellows program, which brings in researchers from across the world to conduct research in the rich archival holdings of the Kentucky Historical Society. https://history.ky.gov/khs-for-me/for-researchers/research-fellowships Kentucky Chronicles is presented by the Kentucky Historical Society, with support from the Kentucky Historical Society Foundation. https://history.ky.gov/about/khs-foundation This episode was recorded and produced by Gregory Hardison. Thanks to Dr. Stephanie Lang for her support and guidance. Our theme music, “Modern Documentary” was created by Mood Mode and is used courtesy of Pixabay. Other backing tracks are used courtesy of Pixabay or are original compositions by Gregory Hardison. To learn more about our publication of The Register of the Kentucky Historical Society, or to learn more about our Research Fellows program, please visit our website: https://history.ky.gov/ https://history.ky.gov/khs-podcasts

We have the pleasure to have the one and only Janney Sanchez better known as Chiquis on our show to talk everything on life, healing, love & career ! She shares with us and our audience what steps she took for her heal from all the trauma and loss she had to deal with over the course of her life, from loosing her mom to also trying to step out of the shadow to be seen as her own self. We had to ask the most important question, why and how did you decide to let go of a last name with so much legacy and power to take your now husbands last name .Support the show

Coffee and beer are, when you think about it, strange bedfellows. One gets you out of bed in the morning, provides stimulation and impetus, while the other (hopefully) tells you that it's time to slow down and kick back. Perhaps it's the inherent balance this creates which is why I can't do without either.I first got into coffee about 10 years ago, and for all wants and purposes in this podcast we'll call it ‘third wave coffee' (it's a bit like craft beer, in that it is a term that was invented to definite a subculture within an industry, but it just ended up getting abused and misused.) For me, the appeal of third wave coffee was exactly the same as the one I found in craft beer: big, bold, unusual flavours from small producers. Once I'd discovered it, I was the owner of an Aeropress, hand grinder and scales faster than you can say “Yirgacheffe.” But like beer, my coffee journey has been one of peaks and troughs. In the early days I lusted after the rarest, most interesting coffees I could find, even once spending $15 on a single cup of pour over Colombian Gesha at a fancy American coffee spot. That was the peak. Then, just like with beer and my lust for cask bitter and precise lager, my coffee enthusiasm settled out. An automatic filter coffee machine replaced my manual equipment. A good pour of espresso, like a great pint of cask, was best left to the experts. I was happier now. My interest in coffee, however, lingers on. So when I was invited for a tour of Marsden's Dark Woods Coffee (hands down one of the best roasters in the UK, in my opinion) I couldn't refuse. What I love about Dark Woods is both how approachable their coffees are, and their seemingly unwavering commitment to quality beans. This was evident in every part of the process I saw during my visit, from the roastery itself, down to the perfect espresso I tried immediately afterwards. It was also great to see that they're not limiting how they express their coffees, as I also got to try hopped, and fruited coffees, plus even bourbon barrel-aged coffee.Perhaps there are more similarities between modern beer and coffee than I care to admit. This is why I was thrilled to get a chance to sit down and chat with two of Dark Woods' founding partners, Paul Meikle-Janney and Damian Blackburn. I was curious to see where their perception of coffee culture is, and how what their industry is experiencing relates to what's currently happening in beer. It's a compelling listen, and I'd like to thank Paul and Damian for taking the time to chat. If you enjoyed this, then why not check out our recent article by Tom Wilkinson (also of Dark Woods) who recently wrote for Pellicle about the place of third wave coffee in a post-craft world. You can read it here. We're able to produce The Pellicle Podcast directly thanks to our Patreon subscribers, and our sponsors Loughran Brewers Select. If you're enjoying this podcast, or the weekly articles we publish, please consider taking out a monthly subscription for less than the price of a pint a month.

This week, we explore the life and mysterious death of Mary Pinchot Meyer, a woman with high-profile connections, including John F. Kennedy and the CIA. We'll discuss her tragic 1964 murder, the acquittal of the man charged with the crime, and theories about CIA involvement linked to her affair with JFK and the disappearance of her diary, which may have contained explosive information. Get new episodes a day early and ad free, plus chat episodes, discord access and zoom hangouts at Patreon.com/momsandmysteriespodcast   Thank you to this week's sponsors!   Give your home the refresh it needs with Wayfair. Head to wayfair.com today!  It's time to get your own personal stylist with DailyLook.  Head to DailyLook.com to take your style quiz and use code MOM50 for 50% off your first order.  Indoor cats and indoor humans agree - Pretty Litter helps your house smell fresh and clean. Go to Prettylitter.com/moms  to save 20% on your FIRST order and get a free cat toy. Terms and conditions apply. See site for details.  Give yourself the luxury you deserve with Quince! Go to Quince.com/moms for free shipping on your order and 365-day returns.    Lume's Starter Pack is perfect for new customers. It comes with a Solid Stick Deodorant, Cream Tube Deodorant, two free products of your choice (like Mini Body Wash and Deodorant Wipes), and free shipping.As a special offer for listeners, new customers GET 15% ALL Lume products with our exclusive code - and if you combine the 15% off with the already discounted starter pack, that equals over 40% off their Starter Pack! Use code MOMS for 15% off your first purchase at LumeDeodorant.com.  To advertise on the show, contact sales@advertisecast.com or visit https://www.advertisecast.com/MomsandMysteriesATrueCrimePodcast.  Listen and subscribe to Melissa's other podcast, Criminality!! It's the podcast for those who love reality TV, true crime, and want to hear all the juicy stories where the two genres intersect. Subscribe and listen here: www.pod.link/criminality    Check-out Moms and Mysteries to find links to our tiktok, youtube, twitter, instagram and more.      Sources:   Raymond Crump, Jr., Appellant, v. Sam Anderson, Superintendent, District of Columbia Jail, Appellee, 352 F.2d 649 (D.C. Cir. 1965) Basham, William, PROSECUTOR SETS STAGE IN MEYER…, Washington Star Maxwell, J.T., Crump Case Goes to Jury, Washington Daily News, 1965 Morrow, Two Washington Women, City Journal, 2018 Janney, Peter, The Murder of John Kennedy's Mistress, Part 3, WhoWhatWhy, 2017 Mary Pinchot Meyer, Spartacus Educational, 1997-2020 Janney, Peter, The Murder of John Kennedy's Mistress, Part 1, WhoWhatWhy, 2017 Janney, Peter, The Murder of John Kennedy's Mistress, Part 2, WhoWhatWhy, 2017 Hornberger, Jacob G, When Ben Bradlee…, The Future of Freedom Foundation, 2021 Janney, Peter, The Lone Voice of Justice in the murder of…, Mary's Mosaic, 2016 O'Shea, Devin Thomas, Bad Shot, Mary, Apocalypse Confidential, 2023 Morrow, Lance, 44 Years Later, a Washington, D.C. Death…, Smithsonian, 2008 Kim, Leena, Inside the Unsolved Murder of JFK's Mistress…, Town and Country, 2020 Markoski, Katherine, Artist Mary Pinchot Meyer, Smithsonian Art Museum, 2024  Warwick, Mal, John F. Kennedy's lover kept a diary, and it…, Mal Warwick On Books Vincent, Zachary, Mary Pinchot Meyer, 1920-1964, HASTA, 2023 Zielinski, Graeme, Key CIA Figure Cord Meyer Dies, Washington Post, 2001 Nobile, Phillip, Rosenbaum, Ron, The Curious Aftermath of JFK's…, New Times, 1974 Burleigh, Nina A Very Private Woman(2009-10-21).  Ward, Bernie and Toogood, Granville. "Former Vice President of Washington Post Reveals JFK - 2 Year White House Romance." National Enquirer. March 2, 1976. Kennedy Assassination Meyer and JFK Half Light | Smithsonian American Art Museum Mary Eno Pinchot Meyer (1920-1964) - Find a Grave Memorial McNeil, Liz, McAfee, Tierney, JFK's Mistress Who Was Murdered: Some Say Mary Pinchot Meyer Was Killed by CIA, People, 2017 Kenneth O'Donnell, Spartacus Educational, 1997-2020 Dovey Roundtree, Spartacus Educational, 1997-2020 Burleigh, Nina, The Mysterious Murder of Mary Pinchot Meyer…, The Daily Beast, 2012 Hornberger, Jacob G, A Remarkable Lawyer.., The Future of Freedom Foundation, 2018 JFK love letter to his alleged mistress sells for big money, Boston Globe, 2016 Newton, Michael (2009). "Mary Pinchot Meyer". The Encyclopedia of Unsolved Crimes (2nd ed.). New York: Infobase Publishing. pp. 240–241. ISBN 9781438119144 Bell, Anthony, The quietly defiant, unlikely fighter: Pfc. Sarah Keys and the fight for justice and humanity, The United States Army, 2014 Grant, Steve, Gifford Pinchot: Bridging Two Eras of National Conservation, Connecticut History Weinman, Sarah, Women on the Edge of a Conspiracy Theory, Hazlitt, 2013 Cohen, Alina, The Forgotten Female Artist Who May Have Been Murdered by the CIA, Artsy, 2019 BLOND GHOST: Corn, David: 9780671695255: Amazon.com: Books Flashbacks: Leary, Timothy: 9780874778700: Amazon.com: Books

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover major job changes, including Julia Mord joining Commonfund as Deputy CIO and Spencer Comeaux moving to ERS of Texas. They highlight RIA/FA M&A activity, including Cetera's recruitment of a $250M White Plains team and Rockefeller's addition of a $1B team from Janney. Institutional updates feature pension fund searches, private credit strategies, and recent commitments from Fresno County Employees' Retirement Association and Hollywood Police Officers' Retirement System. Fundraising news includes Mayfair Equity Partners closing a £500M growth fund and Pearl Energy Investments hitting its $999.9M hard cap. Tune in for the latest insights in institutional and intermediary fundraising!

As promised, we're back to releasing Patreon episodes. Thanks for giving me that two month reprieve from uploading in order to catch up.   So... Carrie Janney was in town back in November for the Fortenbaugh Lecture at Gettysburg College. The next day, she was in the studio to sit and talk about the fascinating Rebel-turned-American-again, John S Mosby. Mosby was a headache for Yankee troops operating in NOVA , but he was much more than just a guerrilla leader. After the war, Mosby became a reformed Rebel and a big target for the Lost Causers of his day. Carrie and I dig into who the man was and the many things he did in anticipation of her upcoming book.   I'm learning, you're learning, so let's learn together! You can hear the rest of this episode in its entirety AND you can learn more about the Civil War with me WHILE supporting our efforts to bring it to you by join us at www.patreon.com/addressinggettysburg

Host Scott Phelan is joined by Mike Dowdle of Circadian Ventures to explain how business start-ups are funded and the differences between venture capital, angel investors, and private equity. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth […]

Host Scott Phelan is joined by Mike Dowdle of Circadian Ventures to explain how business start-ups are funded and the differences between venture capital, angel investors, and private equity. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth […] The post PHELAN & MYERS 2 FOR 20: Venture Capital and Business Start-ups with Mike Dowdle of Circadian Ventures appeared first on Business RadioX ®.

Mark Luschini, chief investment strategist for Janney Montgomery Scott, says that "the U.S. economy seems to be in pretty good shape," noting that there's a healthy amount of momentum — built on the strength of the labor market — that is creating solid underpinnings to will keep the economy and the stock market in a good place at least through 2025. Luschini thinks that earnings expectations — which he sees as a key for stocks continuing to post gains — are reasonable right now, though he does expect the market will be more volatile around news events, especially as it relates to earnings. Mark Hamrick, Washington bureau chief for Bankrate.com, looks at their latest "emergency savings report," which showed that just 41 percent of Americans would use their savings to pay for a major unexpected expense, like a $1,000 car repair or medical emergency treatment. In the Market Call, Ken Applegate, portfolio manager for the Wasatch International Growth and International Select funds, talks global small-cap investing.

Aaron Sheehan-Dean and Caroline Janney, co-editors of Janney, Carmichael, Sheehan-Dean, eds., "THE WAR THAT MADE AMERICA: Essays Inspired by the Scholarship of Gary W. Gallagher"

Aaron Sheehan-Dean and Caroline Janney, co-editors of Janney, Carmichael, Sheehan-Dean, eds., "THE WAR THAT MADE AMERICA: Essays Inspired by the Scholarship of Gary W. Gallagher"

Aaron Sheehan-Dean and Caroline Janney, co-editors of Janney, Carmichael, Sheehan-Dean, eds., THE WAR THAT MADE AMERICA: Essays Inspired by the Scholarship of Gary W. Gallagher

In this episode of Business Brain, hosts Dave Hamilton and Shannon Jean interview Adam Janney, co-founder of Tuska Outdoors, about his entrepreneurial journey and the innovative products his company creates. Adam shares how he and his partner, Josh, built a business manufacturing hunting blinds and lightweight insulated campers using a […] The post Tusca Outdoors Co-founder Adam Janney – Business Brain 605 appeared first on Business Brain - The Entrepreneurs' Podcast.

The 2024 Freda Johnson award winners Stephanie Wiggins, CEO of the LA County MTA, and Vivian Altman, head of public finance at Janney, discuss the current state of the market, implications of federal policy shifts, and their insights into addressing the growing infrastructure needs across the nation. 

Emilio Sanchez in the house!! The MAC Effect welcomes my Cuñado. As season 3 continues, episode 5 belongs to Emilio. Guys, please tune in, listen to how he expresses himself about his child hood, growing up with a single mother basically, and how he meet Janney aka Chiquis. I loved the conversation we carried and truth be told, I was a little nervous with Emilio, more so than with Chiquis. But why you may ask?? Because as men… you don't know if you will get someone to speak open or not and because I want to respect my guest, I always want to step in with ease and love. But Emilio helped me on this episode. The guy shows his amazing heart, how willing he is to bless those around him and over all how God, life and proper mentorship modeled him to what he is today. He truly has a great head on his shoulders. Thank you for being on this journey with me in Season 3, we take and learn from each guest, from different background, different career paths and different believe systems. Which shows us all… anything is possible when YOU stop putting limits to what God created. Purpose is found, worked for or even earned… purpose is what God has gifted you to do… you already have it! Use it, enjoy it, and grow it. Amen! As the season continues…. I'm creating great content, great episodes with celebrities, artist, self made bosses, entrepreneurs, which all have shown me… we are all the same. We all have the ability and opportunity. I have been very humbled and empowered by these great guest. I pray you also learn, grow and develop. Healing is very important for a greater leap to our full potential. The MAC Effect was created to help you achieve you optimal peak, to challenge chore beliefs, and reach goals that you didn't think you would or maybe have even died. Not today guys! We fight for ourselves whether we feel like it or not… why? Because its not your fault… its never been your fault… you are ENOUGH! Amen! #Themaceffect #maceffect #mac #mikecampos6 #god #love #hope #faith #joy #question #awakening #understanding #building #fundamentals #ihaveaquestion #iwanttolearn #growing #growingpains #letsgetitright #nottoday #nottodaysatan #jesuschrist #inJesusname #lovealwayswins #peace #letsgetit #testing #learning #process #developing #maturing #fatherhood #motherhood #husband #wife #partnership #equals #tildeath #god #processing  #process #guest #podcast #shorts #growth

Buckle up! Get your popcorn, coffee, tea, whatever you enjoy because this episode will not disappoint. You will not want to leave your seat, so… get ready and like always its my pleasure to bring you something to enjoy. On this weeks Episode, we bring a wife, sister, friend, singer, songwriter, entrepreneur, business owner, and more! Please welcome Janney aka “Chiquis” On this episode we sit down and talk like never before. She shares about her feelings towards Mike as too when he started dating Jacqie and on the separation. Mike brings real raw questions for Janney and Chiquis both in 1. Questions that show both the heart of both the persona and artist, and how at the end… she is human! Janney demonstrates a great appreciation for growth within herself and those around her, healing internally so that it may bleed to the external relationships around her. In season 3 God has been showing me how, big success, small success and no success… human have the ability to reach high potentials and skills, it's simply your will and desire of wanting to obtain them. I will not give up on The MAC Effect, I want to bless others and help development in men, woman, marriages, singles, and all of the above or below. Why? Because God love must be shares, spread and given to all, just like He would have wanted. As the season continues…. I'm creating great content, great episodes with celebrities, artist, self made bosses, entrepreneurs, which all have shown me… we are all the same. We all have the ability and opportunity. I have been very humbled and empowered by these great guest. I pray you also learn, grow and develop. Healing is very important for a greater leap to our full potential. The MAC Effect was created to help you achieve you optimal peak, to challenge chore beliefs, and reach goals that you didn't think you would or maybe have even died. Not today guys! We fight for ourselves whether we feel like it or not… why? Because its not your fault… its never been your fault… you are ENOUGH! Amen! #Themaceffect #maceffect #mac #mikecampos6 #god #love #hope #faith #joy #question #awakening #understanding #building #fundamentals #ihaveaquestion #iwanttolearn #growing #growingpains #letsgetitright #nottoday #nottodaysatan #jesuschrist #inJesusname #lovealwayswins #peace #letsgetit #testing #learning #process #developing #maturing #fatherhood #motherhood #husband #wife #partnership #equals #tildeath #god #processing  #process #guest #podcast #shorts #growth

Peter Carmichael Memorial, with Aaron Sheehan-Dean and Caroline Janney, co-editors of Janney, Carmichael, Sheehan-Dean, eds., "THE WAR THAT MADE AMERICA: Essays Inspired by the Scholarship of Gary W. Gallagher"

Peter Carmichael Memorial, with Aaron Sheehan-Dean and Caroline Janney, co-editors of Janney, Carmichael, Sheehan-Dean, eds., "THE WAR THAT MADE AMERICA: Essays Inspired by the Scholarship of Gary W. Gallagher"

Peter Carmichael Memorial, with Aaron Sheehan-Dean and Caroline Janney, co-editors of Janney, Carmichael, Sheehan-Dean, eds., "THE WAR THAT MADE AMERICA: Essays Inspired by the Scholarship of Gary W. Gallagher"

Peter Carmichael Memorial Show, with Aaron Sheehan-Dean and Caroline Janney, co-editors of Janney, Carmichael, Sheehan-Dean, eds., "THE WAR THAT MADE AMERICA: Essays Inspired by the Scholarship of Gary W. Gallagher"

Hosts Scott Phelan and Kevin Myers discuss interest rates, lending, and the current state of the economy with Chris Marinac, Director of Equity Research for Janney Montgomery Scott LLC. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth […]

Hosts Scott Phelan and Kevin Myers discuss interest rates, lending, and the current state of the economy with Chris Marinac, Director of Equity Research for Janney Montgomery Scott LLC. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or contemplating your legacy - Phelan and Myers Wealth […] The post PHELAN & MYERS 2 FOR 20: Interest Rates, Lending, and the Current State of the Economy with Janney Director of Research Chris Marinac appeared first on Business RadioX ®.

On today's episode we have a fabulous conversation with Janney Marin, aka "Chiquis".....we explore who Janney is, not Chiquis, although sometimes they may be one in the same to a certain extent. It's a conversation where nothing was off limits, we explore her heart, her relationship with her mom, siblings, her career, love, and everything in between. Pull up a seat to the conversation and ENJOY!   _________________________________________________________ Follow us on IG: @straightupsistersthepodcast @raqcsworld @lasusie Follow us on YOUTUBE: Straight Up Sisters Podcast For full episodes in AUDIO and VIDEO subscribe to Patreon.com/straightupsisters Email us: hello@straightupsisters.com

Are we seeing a recession? What’s the state of the economy? How about the stock market and bond market? Should you invest in AI? Host Scott Phelan asks these questions to Janney’s investment spokesperson, Mark Luschini. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or […]

Are we seeing a recession? What’s the state of the economy? How about the stock market and bond market? Should you invest in AI? Host Scott Phelan asks these questions to Janney’s investment spokesperson, Mark Luschini. No matter where you are in life - just starting out, in your peak earning years, nearing retirement, or […] The post PHELAN & MYERS 2 FOR 20: The State of the Economy (and More!) with Janney Spokesperson Mark Luschini appeared first on Business RadioX ®.

Episode 139 is up!!!  Reunited and it feels so good !!! This week Kim is joined by her favorite co-host Taylor Janney Guzman as they break down all things housewives from Miami, Beverly Hills , Potomac , and the upcoming Jersey season!!! Ya'll enjoy , share , and subscribe!!! 

In the second episode of this absorbing series with those who lead or seek to lead US horseracing during its most critical battle of ideas, Nick talks to the US Jockey Club Chairman Stuart Janney III. A scion of one of racing's most important dynasties, Janney has divided opinion sharply through his stewardship of its most august institution, particularly through his trenchant views on doping in the sport and his recent appearance on 60 minutes. Here, he gives Nick the unvarnished story of how he set about rooting out the most notorious dopers in US racing history with the help of private investigators. This, and much more:02:30 The response to Mike Repole07:47 Family background and entry into racing politics12:00 Doping and the Servis/Navarro story33:50 Baffert vs Churchill Downs39:10 THAT 60 minutes Documentary46:23 Breakdowns and future of Dirt vs Synthetic50:46 The Triple Crown53:21 Governance and Disunity

In the second episode of this absorbing series with those who lead or seek to lead US horseracing during its most critical battle of ideas, Nick talks to the US Jockey Club Chairman Stuart Janney III. A scion of one of racing's most important dynasties, Janney has divided opinion sharply through his stewardship of its most august institution, particularly through his trenchant views on doping in the sport and his recent appearance on 60 minutes. Here, he gives Nick the unvarnished story of how he set about rooting out the most notorious dopers in US racing history with the help of private investigators. This, and much more: 02:30 The response to Mike Repole 07:47 Family background and entry into racing politics 12:00 Doping and the Servis/Navarro story 33:50 Baffert vs Churchill Downs 39:10 THAT 60 minutes Documentary 46:23 Breakdowns and future of Dirt vs Synthetic 50:46 The Triple Crown 53:21 Governance and Disunity

Chiquis tells us all about her rituals and tips to unwind and relax after a long day. She shares everything she does right before bed, including her skincare routine, the vitamins she takes and how she prays and meditates. She also talks about the importance of stepping away from “Chiquis the artist” at the end of the day and going back to being Janney.See omnystudio.com/listener for privacy information.

This week, Jessie sits down with the very talented Taylor Janney-Rovin! They talk about creativity, connection and how the simple act of gratitude can impact our life in a big way.

Diana Janney is busy. She is a doer. She's worked as a barrister, a model, published two successful novels through the last 20 years, and has a new one out. 'A Man of Understanding' was named runner up for The People's Book Prize 2023. It tells the story of Horatio Hennessy, his orphaned grandson, and their journey together. It explores trauma which Diana has experienced, and she's used it as a way of understanding what it all means.We discuss her love of philosophy and poetry, and how that seeps into the novel. Also, you can hear why she can write anywhere, how much of a skeleton she likes for her story, and why she likes to give herself time off to let an idea form.You can support the show at patreon.com/writersroutine@writerspodwritersroutine.com Hosted on Acast. See acast.com/privacy for more information.

Sep 8, 2023 – After this week's market wrap-up with Ryan Puplava, Dan Wantrobski at Janney gives listeners an update on the technical outlook for the US stock market and says that near-term risks are skewed to the downside. Is this a time to...