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
Building Your Business Today as if You’re Selling it Tomorrow
After years of strong growth, many successful independent businesses find themselves at a plateau. Inorganic growth – via mergers and acquisitions...
Independent But Not Alone
Independence may sound "isolating" to many financial advisors exploring the space. In this episode, Mindy dispels that myth, exploring how independent...
The Independent Advisor’s Legacy: Planning for the End Game
Prospective breakaways and independent business owners alike often ask us about the long-term, bigger picture potential for their firm. In this episode,...
What It Really Takes to Build an RIA Firm – with Matt Sonnen of PFI Advisors
It’s no small task to build an RIA firm. There are some breakaway advisors willing to do the heavy lifting on their own, others do not have the capacity,...
Breakaway Advisor Builds Her Own Firm…And Wealth Follows
Before independence was in vogue, Dorie Fain left the comfort and familiarity of a big-name firm – plus significant chips on the table – to build...
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