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

The Real Story Behind HighTower’s Reinvention with Bob Oros

Posted September 30, 2019 • 00:48:16

Industry veteran and CEO of HighTower Bob Oros digs into the evolution of the firm and the landscape at large in this podcast episode. It’s an engaging...

Technology’s Role in Building a Firm for Maximum Value

Posted September 16, 2019 • 00:43:19

In part 2 of 2, Eric Poirier, CEO of Addepar, explores the ongoing role technology plays in the different stages of a business, as well as a firm’s...

Michael Kitces on How to Differentiate and Grow in a Competitive Environment

Posted September 9, 2019 • 01:06:56

One of the industry's leading voices, Michael Kitces, joins Mindy to discuss the fundamental shifts in the wealth management industry, the leveling...

Gaining the Technological Edge in Independence

Posted June 27, 2019 • 00:41:38

Prospective breakaways often ask, “How can an independent firm possibly compete on a technology level with the wirehouses?” Eric Poirier, CEO of...

Exploring the Independent Broker Dealer Space

Posted June 21, 2019 • 00:47:21

A conversation about the IBD model with Commonwealth Financial Network Managing Principal of Business Development, Andrew Daniels. Learn how the firm,...