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
Build, Grow, and Scale: How a Young Bank Brokerage Team is Achieving Their Goals in Independence
With Dustin Cali and Daniel Ventura – Founding Partners, Praetego Private Wealth
Overview
While...
Buying, Selling, or Transitioning Your Business: An Attorney’s Advice
With Corey Kupfer—Attorney, Deal-maker, Speaker, and Author
Overview
Expert industry attorney...
Are You Vulnerable? An Advisor’s Guide to Surviving and Thriving in a Hyper-Compliant Environment— A Special Industry Update
With Mindy Diamond and Louis Diamond
Overview
In a world managed to the lowest common denominator...
Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment
With Michael Dolberg – Founding Partner and CEO, Apollon Wealth Management
Overview
Building...
A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond
After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak...
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