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
An Advisor’s Guide to 2026: What 2025 Set in Motion and What Comes Next
With Jason Diamond and Louis Diamond
Overview
As 2026 comes into focus, advisors face a new...
Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing
With Sam Anderson, Chief Capital Officer and Co-Head of Dynasty Investment Bank at Dynasty Financial Partners LLC
Overview
Advisors...
Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity
With Brandon Ross, CFP® — Co-Founder and Co-CEO, Quotient Wealth Partners
Overview
Quotient...
The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth
With Eden Ovadia, Co-Founder of FINNY
Overview
FINNY Co-Founder Eden Ovadia shares how AI...
The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual
With Pete Tiboris, CEO and Partner, Park Avenue Capital
Overview
Park Avenue Capital CEO Pete...
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