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
Edward Jones to Independence: A $1.7B Post-Litigation Comeback Story
With Dylan Ripley & Todd Vincent – Managing Partners and Financial Planners, Cedarwood Financial Partners Overview
Todd Vincent and Dylan...
Private Equity, Scale, and Strategy: Inside Kestra with Its CEO, President, and Private Equity Partner
With James Poer, CEO Kestra Holdings, John Amore, President Kestra Financial and Fayez Muhtadie, Co-Head of Private Equity at Stone Point Capital Overview
Louis...
The Elevation of Independence: Jim Dickson on Building Real Enterprise Value
With Jim Dickson — Founding Partner and CEO, Elevation Point Overview
Louis Diamond speaks with the founder and CEO of Elevation Point about building...
Why So Many Successful Advisors Feel Stuck
With Louis Diamond and Mindy Diamond Overview
They’ve built thriving businesses. Strong production. Loyal clients. Growing teams.
So...
Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms – Best of Replay
With Joe Duran – Managing Partner, Rise Growth Partners
Overview
He’s built and rebuilt...
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