The Diamond Podcast for Financial Advisors
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 l
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Recent Episodes
Next Gen Success: A Masterclass in Building Trust and Credibility in a $7B Multi-Family Office
With Wen Nottebohm—Managing Director, Wealth Advisor at Cresset Overview
Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective:...
From the Ground Up: How to Create a $2.4B Content Growth Engine
With James Conole—Founder, Root Financial Overview
James Conole built Root Financial from zero to ~$2.4B in just 8 years. Louis Diamond speaks...
Entrepreneur, Advisor, and Conductor: Orchestrating Success After Edward Jones
With Ryan Guth, Founder, Goldfin Group Overview
Jason Diamond speaks with Ryan Guth, Founder of Goldfin Group, on moving beyond Edward Jones to...
The Annual Report on Recruiting, Deals, and Transitions
With Jason Diamond and Louis Diamond Overview
A companion to our annual Advisor Transition Report, Jason Diamond and Louis Diamond unpack what’s...
When Success Isn’t Enough: Merrill Breakaways Make the Case for Independence
With Todd Stankiewicz, President & CIO, and Joe Castiglie, COO & CIO – SYKON Capital Overview
Todd Stankiewicz and Joe Castiglie of SYKON...
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