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
How a Legacy Merrill Team Experienced 600% Growth in 10 Years
In this podcast episode, special guests Bill Loftus of Coastal Bridge Advisors and Mark DuPont of Focus Financial Partners provide an “outside-in”...
What’s Driving the Momentum Towards Independence and Will it Continue? With Shirl Penney, Dynasty Financial Partners
Shirl Penney, President and CEO of Dynasty Financial Partners, joins Mindy in this episode to share insights from his own unique entrepreneurial mindset...
Your Best Business Life: A 10-Point Exercise for Advisors
Throughout this series, Mindy has focused mostly on what it means to be independent and how to get from here to there. In this episode, she takes a...
The Choreography of a Move to Independence – With Tim Oden from Schwab Advisor Services
As more and more advisors consider a move to the independent space, they often express concern about the heavy-lifting such a move might require. In...
Beyond the Risk: What’s Driving Non-Protocol Advisors to Independence?
No doubt that the breakaway movement shows no sign of abatement and, in fact, almost every day we learn of yet another advisor who has chosen to leave...
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