Episodes

A Special Industry Update with Jason Diamond and Mindy Diamond A replay of part one of a two-part series, Jason and Mindy Diamond unpack the real advisor transition playbook—from due diligence and culture fit to portability, enterprise value, and the evolving landscape of advisor choice. In Summary Why do advisors really consider changing firms or models—and what separates thoughtful due diligence from reactive decision-making? In a replay of the first of this special two-part Industry Update...

With Rafael Loureiro, Co-Founder & Chief Executive Officer, Wealth.com Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process. In Summary Estate planning has traditionally operated outside the core advisor workflow—handled through attorneys, revisited infrequently, and often disconnected from the broader client relationship. Louis speaks with Rafael Loureiro, Co-Founder and CEO of Wealth.com, about how AI is beginning to ...

After three decades at Edward Jones, Ricky Smith realized he wanted more than growth: he wanted ownership. Now, his independent firm is 50% larger than the business he left behind.

Leah Sciabarrasi of Crestwood Advisors shares how an $8B firm was built over time—through evolving leadership, disciplined growth, and a focus on scaling without disrupting the client experience.

A Special Industry Update, With Jason Diamond and Mindy Diamond Overview Jason and Mindy Diamond revisit the transition playbook, this time focused on how advisor priorities are shifting. From AI and enterprise value to stability and flexibility, they unpack what’s changing in due diligence and what it means for advisors evaluating their next move. 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 ...

With Ben Domingue, Founder & Managing Partner of Family Office Partners Overview Louis Diamond speaks with Ben Domingue, Founder of Family Office Partners, on his move from UBS PWM to independence—why control became essential, and how building his own firm reshaped how he serves entrepreneurial clients. 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 ...

With Wen Nottebohm—Managing Director, Wealth Advisor at Cresset Overview 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 Diamond Co...

With James Conole—Founder, Root Financial Overview 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 nece...

With Ryan Guth, Founder, Goldfin Group Overview 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 guests ...

With Jason Diamond and Louis Diamond Overview 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 Consu...

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 this podcast ar...

With Dylan Ripley & Todd Vincent – Managing Partners and Financial Planners, Cedarwood Financial Partners Overview 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 their own ...

With James Poer, CEO Kestra Holdings, John Amore, President Kestra Financial and Fayez Muhtadie, Co-Head of Private Equity at Stone Point Capital Overview 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 an...

With Jim Dickson — Founding Partner and CEO, Elevation Point Overview 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 Consultants. Ne...

With Louis Diamond and Mindy Diamond Overview 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 Di...

With Joe Duran – Managing Partner, Rise Growth Partners Overview He’s built and rebuilt some of the industry’s most successful firms and now he’s helping others do the same. In this episode, Joe Duran, the founder of Rise Growth Partners shares lessons from building, selling, and starting again, and how staying curious and adaptable fuels lasting success. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their ...

With Dennis Morton, Founder and Senior Wealth Advisor at Morton Brown Family Wealth Overview 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 transcript of this episode… NOTE: The views and ...

With Jason Wenk—Founder and CEO, Altruist Overview 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 views and opinions of Diamond Consultants. Neither Diamond Consultan...

With Tim Krueger, Co-Founder and Partner at Krueger, Fosdyck, Brown, McCall & Associates – NewEdge Advisors, LLC Overview 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 views and opinions expressed by the guests on this podcast are their ...

With Jason Ozur, Founding Partner, Chief Executive Officer, Lido Advisors Overview 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 expressed by the guests on this podcast are their own and do not ...

With Jason Diamond and Louis Diamond Overview As 2026 comes into focus, advisors face a new set of strategic questions. This Industry Update explores the forces reshaping growth, deal structures, and enterprise value—and what those shifts may signal for the new year and beyond. 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 Consultant...

With Sam Anderson, Chief Capital Officer and Co-Head of Dynasty Investment Bank at Dynasty Financial Partners LLC Overview 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. Watch… [video_embed embed_style=”default” url=”ht...

With Brandon Ross, CFP® — Co-Founder and Co-CEO, Quotient Wealth Partners Overview 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. 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 n...

With Eden Ovadia, Co-Founder of FINNY Overview 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. Watch… [video_embed embed_style=”default” url=”https://youtu.be/YmXmI_rycjU” border=”0″ width=”100%” animation=”left-to-right” animation_delay=”2″ class=””] Listen i...