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
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...
Building for Continuity: Leadership Lessons from the Battlefield to the Firm
With Dennis Morton, Founder and Senior Wealth Advisor at Morton Brown Family Wealth
Overview
For...
Custody Reimagined: How Jason Wenk and Altruist Are Disrupting the Status Quo
With Jason Wenk—Founder and CEO, Altruist
Overview
A candid conversation on rethinking custody...
An Alternate Exit Plan: How a $1.4B Merrill Team Solved for Succession
With Tim Krueger, Co-Founder and Partner at Krueger, Fosdyck, Brown, McCall & Associates – NewEdge Advisors, LLC
Overview
For...
Scale Without Compromise: How $40B Lido Advisors Stays Client-First
With Jason Ozur, Founding Partner, Chief Executive Officer, Lido Advisors
Overview
As firms...
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