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
Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision
With Mindy Diamond and Jason Diamond
Overview
Jason Diamond turns the tables on Mindy who offers...
What You Need to Know About Marketing Your Wealth Management Business: Tips from a CMO
With Gordon “Gordy” Abel, CMO, Dynasty Financial Partners
Overview
Gordon “Gordy” Abel...
Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B
With CEO Jason Andrews, & COO Ross Bauer, Founders of Merritt Point Wealth Advisors
Overview
The...
The Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence
With a conversation with John Bowen, CEO and Founder, CEG Worldwide, LLC
Overview
Industry coach...
Mid-Year Report on Deals, Transitions, and Recruiting
With Louis Diamond and Jason Diamond
Overview
Using the Diamond Consultants trademark data-driven...
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