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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

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

55:33

From Merrill to Rockefeller: A Journey of Exclusive...

The Diamond Podcast for Financial Advisors ·

2025/11/13

After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform purpose-built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like for elite advisors.

en-US

52:41

A Prescription for Independence: A Merrill...

The Diamond Podcast for Financial Advisors ·

2025/11/06

Alex Markowitz, a former Merrill advisor, shares how independence gave him freedom to build a firm defined by empathy, collaboration, and a “financial physician” approach to client care.

en-US

46:35

How to Avoid the Dreaded TRO: Legal Strategies for...

The Diamond Podcast for Financial Advisors ·

2025/10/30

As TROs and lawsuits make headlines, two top attorneys who specialize in transitions share how advisors can minimize risk, protect client relationships, and make a clean move with confidence.

en-US

1:03:24

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

The Diamond Podcast for Financial Advisors ·

2025/10/23

Having built and sold two world-class firms, the founder of Rise Growth Partners shares lessons on leadership, innovation, and how growth requires constant reinvention.

en-US

49:19

Life After Edward Jones: How One Advisor Built a...

The Diamond Podcast for Financial Advisors ·

2025/10/16

Former Edward Jones advisor Steve Davis shares how he built a lean, focused independent firm with LPL and what freedom really means.

en-US

56:57

Sanctuary 2.0: How Adam Malamed Is Reframing Growth...

The Diamond Podcast for Financial Advisors ·

2025/10/09

The CEO of Sanctuary Wealth shares how the firm doubled in size, redefining supportive independence and advisor growth in wealth management.

en-US

46:44

The Advisor Transition Playbook: Inside Baseball on...

The Diamond Podcast for Financial Advisors ·

2025/10/02

A guide to advisor transitions: due diligence, culture, deals, client comms,and lessons from the $129B Merrill breakaway.

en-US

38:43

The $129B Blockbuster Move: Shirl Penney on Why This...

The Diamond Podcast for Financial Advisors ·

2025/09/29

A $129B team left Merrill to launch OpenArc Corporate Advisory, the largest breakaway in industry history. In this special episode, Dynasty’s Shirl Penney joins Louis Diamond to share an inside perspective on why the deal is about more than scale, what drove the move, and how it signals a new era for independence and the industry at large.

en-US

350 results

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