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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What’s on the Minds of Elite Advisors and Teams? A Special Industry Update

Posted February 6, 202500:35:30

With Jason Diamond & Mindy Diamond

Overview

What drives the industry’s top advisors and...

Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business

Posted January 30, 202500:53:36

With Gerry Spitzer — Founding Partner, Questar Capital Partners

Overview

Gerry Spitzer of...

Focus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution

Posted January 23, 202501:10:09

With Michael Nathanson — CEO, Focus Financial Partners

Overview

Michael Nathanson shares...

Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients

Posted January 16, 202500:48:55

With Tony Smith — CEO, Stonegate Investment Group

Overview

Tony Smith of Stonegate Investment...

The Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great

Posted January 9, 202500:31:50

An Annual Digest for Financial Advisors – 2024 Edition, with Louis Diamond

Overview

A compendium...