The Diamond Podcast for Financial Advisors

Business & Economics Podcasts

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing...

Episodes

Why AI Matters Now: Filling the Estate Planning Gap with Wealth.com

Short-Term Hard, Long-Term Easy: Ex-Edward Jones Advisor on Building Beyond $1B

A President’s Perspective: Inside an $8B Boutique Firm’s Evolution

The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between – Part 2

From Serving Entrepreneurs to Becoming One: A $2B UBS Breakaway Story

Next Gen Success: A Masterclass in Building Trust and Credibility in a $7B Multi-Family Office

From the Ground Up: How to Create a $2.4B Content Growth Engine

Entrepreneur, Advisor, and Conductor: Orchestrating Success After Edward Jones

The Annual Report on Recruiting, Deals, and Transitions

When Success Isn’t Enough: Merrill Breakaways Make the Case for Independence

Edward Jones to Independence: A $1.7B Post-Litigation Comeback Story

Private Equity, Scale, and Strategy: Inside Kestra with Its CEO, President, and Private Equity Partner

The Elevation of Independence: Jim Dickson on Building Real Enterprise Value

Why So Many Successful Advisors Feel Stuck

Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms – Best of Replay

Building for Continuity: Leadership Lessons from the Battlefield to the Firm

Custody Reimagined: How Jason Wenk and Altruist Are Disrupting the Status Quo

An Alternate Exit Plan: How a $1.4B Merrill Team Solved for Succession

Scale Without Compromise: How $40B Lido Advisors Stays Client-First

An Advisor’s Guide to 2026: What 2025 Set in Motion and What Comes Next