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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

47:40

Next Gen Success: A Masterclass in Building Trust and...

The Diamond Podcast for Financial Advisors ·

2026/04/16

With Wen Nottebohm—Managing Director, Wealth Advisor at CressetOverview Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value of mentors, the influence of AI, and much more. Listen in… > Download a transcript of this episode… 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

en-US

50:41

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

The Diamond Podcast for Financial Advisors ·

2026/04/09

With James Conole—Founder, Root FinancialOverview James Conole built Root Financial from zero to ~$2.4B in just 8 years. Louis Diamond speaks with him about how he grew the firm through content and inbound demand rather than traditional business development, and how Root approaches culture, growth, and operating in a fully virtual environment. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not

en-US

44:22

Entrepreneur, Advisor, and Conductor: Orchestrating...

The Diamond Podcast for Financial Advisors ·

2026/04/02

With Ryan Guth, Founder, Goldfin GroupOverview Jason Diamond speaks with Ryan Guth, Founder of Goldfin Group, on moving beyond Edward Jones to build a business defined by control, differentiation, and entrepreneurial alignment. It’s a thoughtful conversation about independence, and what it really means to build a business that fits your clients, your strengths, and your long-term vision. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the

en-US

47:55

The Annual Report on Recruiting, Deals, and Transitions

The Diamond Podcast for Financial Advisors ·

2026/03/26

With Jason Diamond and Louis DiamondOverview A companion to our annual Advisor Transition Report, Jason Diamond and Louis Diamond unpack what’s driving advisor movement in 2025, and what the data reveals about control, growth, and where the industry is heading. Listen in… > Download a transcript of this episode… 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

en-US

48:39

When Success Isn’t Enough: Merrill Breakaways Make...

The Diamond Podcast for Financial Advisors ·

2026/03/19

With Todd Stankiewicz, President & CIO, and Joe Castiglie, COO & CIO – SYKON Capital Overview Todd Stankiewicz and Joe Castiglie of SYKON Capital join Jason Diamond to discuss redefining success after Merrill, launching their own RIA, and how independence allowed them to combine institutional-caliber investing with behavioral insights to deliver peace of mind to clients. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on

en-US

55:09

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

The Diamond Podcast for Financial Advisors ·

2026/03/12

With Dylan Ripley & Todd Vincent – Managing Partners and Financial Planners, Cedarwood Financial PartnersOverview Todd Vincent and Dylan Ripley join Mindy Diamond to share the reality of leaving Edward Jones, defending a two-year lawsuit, and still nearly doubling their business. A candid look at resilience, and what really happens when the firm pushes back. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are

en-US

55:26

Private Equity, Scale, and Strategy: Inside Kestra...

The Diamond Podcast for Financial Advisors ·

2026/03/05

With James Poer, CEO Kestra Holdings, John Amore, President Kestra Financial and Fayez Muhtadie, Co-Head of Private Equity at Stone Point CapitalOverview Louis Diamond sits down with James Poer (Kestra Holdings), John Amore (Kestra Financial), and Fayez Muhtadie (Stone Point Capital), who share unique vantage points of how scale, private equity, and alignment shape enterprise value in today’s wealth management landscape. Listen in… > Download a transcript of this episode… NOTE: The views

en-US

48:27

The Elevation of Independence: Jim Dickson on...

The Diamond Podcast for Financial Advisors ·

2026/02/26

With Jim Dickson — Founding Partner and CEO, Elevation PointOverview Louis Diamond speaks with the founder and CEO of Elevation Point about building a next-generation independent platform focused on ownership, minority capital, data strategy, and scalable, durable advisory firms. Listen in… > Download a transcript of this episode… 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

en-US

46:39

Why So Many Successful Advisors Feel Stuck

The Diamond Podcast for Financial Advisors ·

2026/02/19

With Louis Diamond and Mindy DiamondOverview They’ve built thriving businesses. Strong production. Loyal clients. Growing teams.So why do so many successful advisors quietly wonder, “Why doesn’t this feel as good as I expected?” This episode tackles the psychology of success and what comes after it. Listen in… > Download a transcript of this episode… 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

en-US

1:03:24

Rise and Reinvent: Joe Duran on Building and...

The Diamond Podcast for Financial Advisors ·

2026/02/12

With Joe Duran – Managing Partner, Rise Growth PartnersOverview What does it take to build something enduring—more than once? In this special replay, Joe Duran reflects on the mindset behind reinvention, the lessons from selling United Capital to Goldman, and why the most successful leaders never stop questioning their assumptions. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed

en-US

42:57

Building for Continuity: Leadership Lessons from the...

The Diamond Podcast for Financial Advisors ·

2026/02/05

With Dennis Morton, Founder and Senior Wealth Advisor at Morton Brown Family WealthOverview For Dennis Morton, succession isn’t a future problem, it’s a leadership obligation. Drawing on his experience as an Army platoon leader and co-founder of an independent firm, he shares how technical competence, accountability, and bold goals drive culture, next-gen leadership, and a business that can thrive beyond any one person. Listen in… > Download a

en-US

59:22

Custody Reimagined: How Jason Wenk and Altruist Are...

The Diamond Podcast for Financial Advisors ·

2026/01/29

With Jason Wenk—Founder and CEO, AltruistOverview A candid conversation on rethinking custody from the ground up—and why simplification, aligned economics, and integrated technology are becoming critical for advisors building modern, scalable firms. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the

en-US

50:42

An Alternate Exit Plan: How a $1.4B Merrill Team...

The Diamond Podcast for Financial Advisors ·

2026/01/22

With Tim Krueger, Co-Founder and Partner at Krueger, Fosdyck, Brown, McCall & Associates – New Edge Advisors, LLCOverview For many advisors, the real question isn’t how big the business becomes—but what happens next. This episode explores how Tim Krueger and his $1.4B Merrill team rethought succession, liquidity, and legacy to create long-term continuity. Watch… Listen in… > Download a transcript of this episode… NOTE: The

en-US

47:18

Scale Without Compromise: How $40B Lido Advisors...

The Diamond Podcast for Financial Advisors ·

2026/01/15

With Jason Ozur, Founding Partner, Chief Executive Officer, Lido AdvisorsOverview As firms pursue scale, advisors face a critical question: how do you grow without compromising the client experience? Jason Ozur joins the show to explore what intentional growth really looks like and what scale can enable when culture and clarity come first. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions

en-US

46:21

An Advisor’s Guide to 2026: What 2025 Set in Motion...

The Diamond Podcast for Financial Advisors ·

2026/01/08

2025 quietly reset expectations around growth, capital, and scale. In this Industry Update, we examine what last year set in motion and how advisors can position their businesses for what comes next in 2026.

en-US

59:19

Bringing Investment Banking to Advisors: How Elite...

The Diamond Podcast for Financial Advisors ·

2025/12/30

Advisors are now weighing options once reserved for institutional executives. This conversation examines how a collaborative initiative between Diamond Consultants and Dynasty Investment Bank delivers objective, investment-banking-level analysis to help advisors evaluate value, control, and long-term outcomes with clarity.

en-US

45:13

Beyond Goldman: How a $4.4B Firm Scaled Without...

The Diamond Podcast for Financial Advisors ·

2025/12/18

Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience.

en-US

52:27

The Future of Prospecting: How AI Is Powering the...

The Diamond Podcast for Financial Advisors ·

2025/12/11

FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management.

en-US

51:58

The Anatomy of Scale: Building a $4B Enterprise...

The Diamond Podcast for Financial Advisors ·

2025/12/04

Park Avenue Capital CEO Pete Tiboris shares how he and his partners built a $4B enterprise inside Northwestern Mutual through intentional design, a pod-based advisor structure, a culture built on fit and alignment, and an unwavering focus on the client experience.

en-US

50:22

The Transition Roundtable: Merrill, UBS, Wells, and...

The Diamond Podcast for Financial Advisors ·

2025/11/20

In this replay of an engaging live webinar, four advisors who left Merrill, UBS, Wells, and Morgan Stanley share what tipped the scale, what surprised them, and what they wish they’d known before making a move.

en-US

358 results

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