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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

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

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

337 results

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