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
How to Set Up Your Business to Maximize Enterprise Value
With Jason Diamond and Louis Diamond
Overview
Jason and Louis Diamond explore strategies for...
Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond
With Allan Boomer – Partner, Chief Investment Officer of Momentum Advisors
Overview
Allan...
FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience
With Susan McKenna, CEO, eMoney
Overview
Susan McKenna, CEO of eMoney, explores the fintech...
Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues
With Dylan O’Shea, Partner, Quorum Private Wealth
Overview
Dylan O’Shea offers a unique...
Getting Unstuck: How to Change “What If” to “What Could Be”
With Erin Rocchio, Managing Partner of Evolution
Overview
Advisors often face the fear of the...
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