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PODCAST

The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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 industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

business careers

All Episodes

50:58

Friends & Fiduciaries: College Roommates Leave Their...

The Diamond Podcast for Financial Advisors ·

2025/02/20

Chris Griffith and Henry Wheelwright, rising stars in the wirehouse world, share their growth story and motivations to leave Morgan Stanley and launch their own independent firm on the Goldman Sachs custody platform.

en-US

50:02

The Lifecycle of a Billion Dollar Business: Build at...

The Diamond Podcast for Financial Advisors ·

2025/02/13

Bryan Sweet of Sweet Financial Partners shares the ultimate independent business growth story, starting with 32 years under the Raymond James BD umbrella, then as an RIA, and most recently selling to Carson Wealth.

en-US

35:30

What’s on the Minds of Elite Advisors and Teams? A...

The Diamond Podcast for Financial Advisors ·

2025/02/06

What drives the industry’s top advisors and teams? This special episode with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.

en-US

53:36

Unlocking a Niche: 30-Year Wirehouse Veteran on...

The Diamond Podcast for Financial Advisors ·

2025/01/30

Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, sharing a perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.

en-US

1:10:09

Focus Financial Partners 2.0: Inside Baseball from...

The Diamond Podcast for Financial Advisors ·

2025/01/23

Michael Nathanson shares his vision for Focus, offering a unique insider’s perspective on the firm’s evolution and differentiators, and how that plays into the future of independence. Plus, he offers thoughts on his own transition to CEO and advice for advisors and business leaders.

en-US

48:55

Unconstrained Growth: $6B+ Former UBS Team Finds Real...

The Diamond Podcast for Financial Advisors ·

2025/01/16

Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4B in AUM to independence and building the business to $6B, including the motivations to make a change at this stage of his career, how they achieved such extraordinary growth in a short time, and much more.

en-US

31:50

The Most Valuable Insights for Advisors: On Goals,...

The Diamond Podcast for Financial Advisors ·

2025/01/09

A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more.

en-US

54:34

The Good News on Marketing: An Industry Legend on How...

The Diamond Podcast for Financial Advisors ·

2024/12/26

A free session on accelerating growth via marketing with one of the leading firms in the wealth management industry. They offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and much more.

en-US

32:51

An Advisor’s Guide to 2025: The Impact of 2024 on the...

The Diamond Podcast for Financial Advisors ·

2024/12/19

Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025 including transitions, deals, comp, private equity, the wirehouse recruiting race, and more.

en-US

48:15

Building with Intentionality: Growing a $1B Business...

The Diamond Podcast for Financial Advisors ·

2024/12/12

Mike Quin, a former Market Manager at Wells Fargo, left the wirehouse world to launch DayMark Wealth Partners. Mike offers a candid perspective on his experience and how it motivated him and his team to build an independent firm that is focused on their clients, the strategies behind their extraordinary growth from $1B to $4B, and other valuable lessons for employee advisors and business owners alike.

en-US

44:04

No Longer a Differentiator: $940B Hamilton Lane on...

The Diamond Podcast for Financial Advisors ·

2024/12/05

Steve Brennan, Managing Director and Head of Private Wealth Solutions from one of the leading private markets firms offers a unique perspective on the space, including how democratized access has helped foster growth beyond the wirehouses, the impact on an advisor’s business, innovations and trends, and much more.

en-US

20:01

Rapid Reaction: UBS Comp Plan Changes and the Impact...

The Diamond Podcast for Financial Advisors ·

2024/11/26

Louis Diamond offers a perspective for UBS advisors on the firm’s compensation plan changes announced on November 21. It’s an episode for advisors who are curious about the updates and how they can use this knowledge to make informed decisions.

en-US

38:12

How to Set Up Your Business to Maximize Enterprise Value

The Diamond Podcast for Financial Advisors ·

2024/11/21

Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples.

en-US

54:35

Diversity as a Superpower: An Ex-Goldman Advisor on...

The Diamond Podcast for Financial Advisors ·

2024/11/14

Allan Boomer, the CIO of Momentum Advisors, shares his journey from a working-class background to an internship at Merrill and later landing at Goldman. In this episode, he discusses leaving Goldman to gain the ability to act as a true fiduciary in independence, the role of diversity as his “superpower,” his vision for a “100-year business,” his focus on long-term growth, and more.

en-US

40:57

FinTech Disruptors: The CEO of eMoney on How to...

The Diamond Podcast for Financial Advisors ·

2024/11/07

Susan McKenna, CEO of eMoney, explores the fintech firm’s evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney’s tools foster client conversations and enhance experiences, shares insights on the future, and more.

en-US

43:42

Wirehouse Connections: Why a Next Gen Merrill Advisor...

The Diamond Podcast for Financial Advisors ·

2024/10/31

Dylan O’Shea offers a unique perspective from a growing advisor with a long runway who could have easily opted for a transition check but instead chose independence. He discusses why he joined Quorum Private Wealth, the value of their shared vision, infrastructure, and more.

en-US

53:40

Getting Unstuck: How to Change “What If” to “What...

The Diamond Podcast for Financial Advisors ·

2024/10/24

Advisors often face the fear of the unknown, feeling dissatisfied but stuck in “what ifs.” Erin Rocchio, coach and Managing Partner at Evolution, joins Mindy Diamond to share strategies that help advisors break free of this inertia, acknowledge fear, and open their minds to transformational change.

en-US

36:49

Monetization vs. Independence: What’s the Best Path?...

The Diamond Podcast for Financial Advisors ·

2024/10/17

Many advisors are drawn to independence for the control and equity-building potential it offers, yet find themselves wondering if monetization in the short term might be the better way to go. Jason Diamond and Mindy Diamond provide insights and guidelines to help advisors navigate these choices with strategies to assess factors like growth, profitability, succession planning, and short- vs. long-term goals.

en-US

48:29

How Simplicity Leads to Impactful Growth: Carl...

The Diamond Podcast for Financial Advisors ·

2024/10/10

Realizing common behavior gaps led Carl Richards to explore ways to simplify financial concepts and processes for clients. As a result, he’s become an industry thought leader who offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.

en-US

55:18

The Real Value of Due Diligence: How a Former Merrill...

The Diamond Podcast for Financial Advisors ·

2024/10/03

Nate Harris recognized that the firm he first built his business at no longer aligned with what he deemed as his North Star. After extensive soul searching and due diligence, he decided to leave his team at Merrill and opted for the independent broker dealer model, which he felt would allow him to achieve all he desired and then some.

en-US

340 results

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