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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

50:34

Running It Back: What It Takes to Build a...

The Diamond Podcast for Financial Advisors ·

2025/09/25

Few advisors build a multi-billion-dollar RIA. John Krambeer has done it twice. In this candid conversation, the Validus Capital CEO reflects on his journey, how independence has evolved, and the hard-won lessons that guide him now.

en-US

54:57

Balancing Scale and Service: CEO Mike Durbin on...

The Diamond Podcast for Financial Advisors ·

2025/09/18

With Mike Durbin, CEO of Cetera Financial GroupOverview The CEO of Cetera Financial Group shares insights on independence, private equity, and balancing scale with service, plus what the future holds for advisors and 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 views and opinions of Diamond Consultants. Neither

en-US

41:04

2025 Mid-Year Report on Deals, Transitions, and...

The Diamond Podcast for Financial Advisors ·

2025/09/11

A special mid-year update with Jason and Louis Diamond on deals, transitions, and recruiting trends shaping 2025—and what advisors can expect in the months ahead.

en-US

31:01

Not Just Charity: How Donor Advised Funds Help...

The Diamond Podcast for Financial Advisors ·

2025/08/28

Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business.

en-US

50:07

Doing Well by Doing Good: A UBS Breakaway on Building...

The Diamond Podcast for Financial Advisors ·

2025/08/21

Ben Valore-Caplan, founder of Syntrinsic, shares how he built a $2.9B mission-driven RIA to serve foundations, endowments, and values-driven institutions, the evolution of impact & ESG investing, why he sold to IMA Financial Group, and more.

en-US

51:18

Attracting, Advising, and Advancing Women: A Guide...

The Diamond Podcast for Financial Advisors ·

2025/08/14

Cary Carbonaro learned from her own experience that there was both a gap and an opportunity in attracting and retaining women clients and advisors. In this episode, Cary shares specific advice on what firms are doing wrong and how they can get it right.

en-US

51:44

Firms That Win in 2025: What Advisors Are Really...

The Diamond Podcast for Financial Advisors ·

2025/08/07

With advisor expectations evolving, not all “good firms” are winning the talent. Mindy and Louis Diamond share what today’s top advisors really value—and why some firms are standing out while others fall short.

en-US

38:12

When Values No Longer Align: An Ex-Wells Fargo...

The Diamond Podcast for Financial Advisors ·

2025/07/31

Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in aligning his values while building $1B+ Correct Capital Wealth Management.

en-US

1:08:22

Limitless Growth: Building the Business You Want and...

The Diamond Podcast for Financial Advisors ·

2025/07/24

Stephanie Bogan, founder of Limitless Advisor, offers a glimpse into the advice and perspective she shares with advisors and business leaders in the wealth management world, focusing on mindset and methods, and their relationship to achieving one’s best business life.

en-US

47:02

Growth from Practice to Enterprise The Evolution of...

The Diamond Podcast for Financial Advisors ·

2025/07/17

Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners. He shares how that transition allows them to create a $3B firm designed around turning client problems into opportunities.

en-US

52:03

The Seamless Path to Independence: A Billion-Dollar...

The Diamond Podcast for Financial Advisors ·

2025/07/10

Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA.

en-US

38:24

The Best of the Best: 10 Ways Top Advisors Are...

The Diamond Podcast for Financial Advisors ·

2025/06/26

A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth.

en-US

51:25

Advisor Tech Advice: AI, Strategy, and the Future of...

The Diamond Podcast for Financial Advisors ·

2025/06/19

The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key elements can future-proof your business and serve as a distinct differentiator.

en-US

54:30

The Valuation Playbook: Ted Jenkin on the Metrics and...

The Diamond Podcast for Financial Advisors ·

2025/06/12

What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now.

en-US

37:04

From $125mm to $700mm: A Story of Growth and Grit in...

The Diamond Podcast for Financial Advisors ·

2025/06/05

Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker dealer umbrella.

en-US

29:38

Who’s in Control: The Advisor or The Firm? A Special...

The Diamond Podcast for Financial Advisors ·

2025/05/29

The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impact of mergers and acquisitions, new mandates, heightened vulnerability, and more.

en-US

1:01:45

Ex-Merrill Leader’s Vision Comes to Fruition: John...

The Diamond Podcast for Financial Advisors ·

2025/05/22

John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners, is carving a new path for those seeking a firm with a greater focus on the advisor.

en-US

51:14

What It Really Takes to Become a Multi-Million-Dollar...

The Diamond Podcast for Financial Advisors ·

2025/05/15

In an episode that serves as a free coaching session on the key techniques that the most successful advisors use to build and grow their practices, Dave shares proven strategies honed from his tenure at Merrill, his three bestselling books, and his advisor coaching practice.

en-US

50:42

Activating Plan B: Wirehouse Breakaways Build a...

The Diamond Podcast for Financial Advisors ·

2025/05/08

Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm.

en-US

43:30

If You Build It, Will They Buy It? A Special Industry...

The Diamond Podcast for Financial Advisors ·

2025/05/01

A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards.

en-US

330 results

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