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
Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency
With Michael Kitces, Industry Thought Leader from Kitces.com
Overview
The industry thought...
“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business
With Steven Jarvis—CEO and Head CPA Retirement Tax Services
Overview
Steven Jarvis, the founder...
LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry
With Louis Diamond
Overview
LPL Financial, the largest independent broker dealer, is set to...
The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story
With Scott Pinkerton – Senior Planner & Managing Partner, FourThought Private Wealth
Overview
Scott...
The Annual Update on Advisor Transitions and Deals: 2024 Edition
With Jason Diamond & Louis Diamond
Overview
In this companion guide to the annual Advisor...
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