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

Recent Episodes

$300mm To $800mm in Just 8 Years: A Conversation with UBS Breakaway Gil Baumgarten

Posted November 15, 2018 • 00:34:40

Gil Baumgarten, President and CEO of Segment Wealth, joins Mindy to discuss how, in the 8 short years since he launched his RIA firm, he has more than...

The Path to Independence in Two Steps or One with Alex Goss of NewEdge Advisors (formerly Goss Advisors)

Posted November 1, 2018 • 00:36:21

Alex Goss of Goss Advisors speaks with Louis Diamond about his path to independence, starting in the wirehouse world, then on to the independent broker...

How This Former Merrill Insider Once Drank the Kool-Aid, Then Set Out to Build a Better Toolbox

Posted October 18, 2018 • 00:40:03

In this podcast episode, Jim Dickson, Founder and President of Sanctuary Wealth Partners, shares the inside track on what it was like to be in a senior...

Push vs. Pull: Understanding – and Responding to – the Key Drivers Behind a Move to Independence

Posted October 4, 2018 • 00:14:15

What’s inspiring folks to jump ship from where they’ve built their life’s work to pursue other firms or even business models? Find out, plus a...

Mindset, Motivation and Momentum: What’s really driving all the movement to independence – With David Canter, Head of Fidelity’s RIA Segment

Posted September 20, 2018 • 00:43:59

Fidelity’s David Canter provides an inside perspective on why independence continues to be the hottest ticket in town, and what we can expect for...