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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Sanctuary 2.0: How Adam Malamed Is Reframing Growth with Advisor Autonomy

Posted October 9, 202500:56:57

With Adam Malamed—CEO, Sanctuary Wealth
Hosted by Louis Diamond

Overview

Supportive...

The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between

Posted October 2, 202500:46:44

A Special Industry Update, With Jason Diamond and Mindy Diamond

Overview

From due diligence...

The $129B Blockbuster Move: Shirl Penney on Why This Transition Marks a New Era for the Industry

Posted September 29, 202500:38:43

With Shirl Penney—President and CEO, Dynasty Financial Partners, Hosted by Louis Diamond

Overview

The...

Running It Back: What It Takes to Build a Multi-Billion-Dollar Firm—Twice

Posted September 25, 202500:50:34

With John Krambeer, Founder and CEO, Validus Capital

Overview

Few advisors build a multi-billion-dollar...

Balancing Scale and Service: CEO Mike Durbin on Growth and Cetera’s Future

Posted September 18, 202500:54:57

With Mike Durbin, CEO of Cetera Financial Group

Overview

The CEO of Cetera Financial Group...