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

The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster

Posted December 26, 202400:54:34

With Bill Good, Founder & Chairman and Frantz Widmaier, Chief Executive Officer, Bill Good Marketing

Overview

A...

An Advisor’s Guide to 2025: The Impact of 2024 on the New Year

Posted December 19, 202400:32:51

With Mindy Diamond & Louis Diamond

Overview

Mindy and Louis Diamond’s annual review is...

Building with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond

Posted December 12, 202400:48:15

With Mike Quin – Managing Partner, DayMark Wealth Partners

Overview

Mike Quin, a former Market...

No Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets

Posted December 5, 202400:44:04

With Steve Brennan — Managing Director, Head of Private Wealth Solutions, Hamilton Lane

Overview

Steve...

Rapid Reaction: UBS Comp Plan Changes and the Impact on Advisors

Posted November 26, 202400:20:01

With Louis Diamond

Overview

Louis Diamond offers a perspective for UBS advisors on the firm’s...