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
Industry Update: The Bull Market for Advisors, Where They’re Moving to and Why
The 10-minute download for financial advisors that takes a broader look at what’s going on in the wealth management world and the impact on their...
Advisor as Client: The Raymond James Model of Supported Independence
Jodi Perry, President of RJFS Independent Contractor Division shares insights on the firm’s success, its culture and client-first ethos, and how that...
Advisor as Client: The Raymond James Model of Supported Independence
A conversation with Jodi Perry, President of Raymond James Financial Services Independent Contractor Division Regional firms have been on a hiring tear...
Industry Update: On Clashes, Sleeping Giants, and the Handwriting on the Wall
A new bi-weekly podcast segment that takes a look beyond independence into what’s going on in the wealth management world at large. 10-minutes on...
Joe Duran on What Advisors Need to Know to Succeed in an Evolved Client-Centric World
Joe Duran, the founder/CEO of United Capital, now a Goldman Sachs company, gets candid about the firm’s sale, his perspective on independence, clients,...
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