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

A Nearly 200-Year-Old Success Story: How Janney Montgomery Scott Built a $135B Firm

Posted March 3, 2022 • 00:48:02

Jerry Lombard, President of Janney’s Private Client Group talks about the regional firm’s exponential growth over recent years, plus how their unique...

Edward Jones Breakaway: From Knocking on Doors (Literally) to Building a $2B Independent Enterprise

Posted February 24, 2022 • 00:54:39

Jim DeCota started his career in wealth management in the financial advisor training program at Edward Jones, building his business to $85mm in AUM...

Industry Update: If Business is Good, Should You Still Consider a Move?

Posted February 17, 2022 • 00:32:42

Many advisors are coming off their best years ever, driven by increased client demands and a run-up in the financial markets. So why disrupt momentum...

$1B+ Multi-Generational Merrill Breakaway Team Leaves Behind the Big Brand to Gain “More” for Clients

Posted February 10, 2022 • 00:54:38

Matt Liebman, Founding Partner and CEO of RIA firm Amplius Wealth Advisors discusses the complexity of considering change with a multi-generational...

An Insider’s Perspective of LPL Strategic Wealth Services: A “Modern” Supported Independence Model

Posted February 2, 2022 • 00:55:01

Kimberly Sanders, Senior Vice President of Advisor Solutions for LPL Strategic Wealth Services discusses the evolution of the supported independence...