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
What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies
With Dave Mullen – Founding Partner and Principal, Altius Learning
Overview
In an episode...
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
With Trent Leyda, Managing Director and Chief Investment Officer and Kay Campione, Executive Director and Senior Portfolio Manager at SpirePoint...
If You Build It, Will They Buy It? A Special Industry Update on M&A
With Mindy Diamond & Jason Diamond
Overview
A download on M&A for the advisor who has...
The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus
With Shaun Hauser – Founder & CEO, Wellington-Altus Private Wealth Inc.
Overview
Shaun...
The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence
With Glenn Israel, CEO & Founder, GFI Wealth Partners
Overview
Glenn Israel reached a point...
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