Tag Archives: Business Growth

NEXT Podcast: Staffing the Wealth Management Firm of the Future: Dakota’s Carina Diamond

As the wealth management industry continues its rapid growth, the needs and demands of clients are also changing significantly. New roles, skill sets and technologies will re-shape the industry — and the wealth management firms that are at the forefront will be the most successful firms over the next three-to-five years.

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, and Carina Diamond, Chief Growth Officer at Dakota Wealth Management discuss what industry leaders are focusing on today and where the industry is headed.

Mark and Carina discuss:

  • How new and existing clients’ needs will evolve 
  • Where are the most growth opportunities in financial planning
  • What types of skill sets will be most valuable to clients in the future
  • What role will diversity play in bringing new talent and skills into the industry

Connect With Mark Bruno:

Connect With Carina Diamond:

About Our Guest:

Before joining Dakota Wealth Management, Carina Diamond was the founder and CEO of Springside Partners LLC. Her specialty is retirement planning and investment management – helping clients at every stage of life design a financial plan, customize or refresh a portfolio, or address a specific issue or life event.


NEXT Podcast: The Wealth Management Firm of the Future: How To Become the Employer of Choice with Lisa Crafford

As advisory firms continue to grow at a rapid pace, it is more important now than ever to source and retain the best talent. But how can wealth management firms become “the employer of choice” in 2023?

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Lisa Crafford, MBA, Director and Head of Business Consulting at BNY Mellon | Pershing, on best practices to hire young talent as well as training existing employees for future leadership.

Mark and Lisa discuss:

  • How to think outside the box to find the right-fit employees for entry-level positions
  • How compensation packages have evolved (it is not just about the paycheck anymore!)
  • The importance of equity-sharing programs and partnership opportunities
  • Recent developments in the “NEXT: Wealth Management Firm of the Future” research

Connect With Mark Bruno:

Connect With Lisa Crafford:

About Our Guest:

In her career, Lisa Crafford has had the opportunity to work for small family-owned businesses, large retail franchises, non-profits, and Fortune 500 companies spanning Australia and the United States. She has lived in three continents, and traveled to over 30 countries. Lisa’s experience includes business and practice management, consulting, business development, marketing and branding, operations, sales, human capital strategy, recruiting, retail management, and customer service.

In her role as a consultant with BNY Mellon | Pershing, Lisa has worked with leading RIA firms around the world on building enduring advisory firms. She also loves to contribute to the wider industry and share her experience with students and those looking to join the industry.


The Wealth Management Firm of the Future: The Psychology of Managing Family Wealth with Richard Joyner

Creating a financial plan based on clients’ goals and objectives is only half the battle. When working with multiple generations from the same family, understanding and navigating their money motivators and their differing psychologies surrounding finances is critical. 

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Richard Joyner, President of Tolleson Wealth Management, about working with clients to build a financial plan for the future based on a combination of psychology, one-on-one support and high-touch client service. 

Mark and Richard discuss:

  • What is true intergenerational wealth planning and what role it will play in the growth of wealth managers over the next 5-to-10 years
  • How they manage wealth psychology (and its influence on wealth management)
  • How are advisors being trained in financial psychology
  • What skill sets and talents will be required to align client need with growth opportunities moving forward

Connect With Mark Bruno:

Connect With Richard Joyner:

About Our Guest:

Richard Joyner is President of Tolleson Wealth Management. He oversees key strategic, marketing, and policy determinations for the company and its lines of business. Richard also serves on the Board of Directors, CEO Council, Trust Committee, and Investment Committee. He is also President and CEO of Tolleson Wealth Management’s Private Wealth Management Group, where he is active in setting the vision and strategy for Tolleson Private Wealth Management.