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
Why do independent advisors grow faster than their wirehouse counterparts?
Employee advisors are often limited to organic growth alone. For those who want to meaningfully accelerate their growth and use multiple initiatives...
A Multi-Generational Indy Breakaway Story
At a time when many other advisors would be focused on retirement, this senior advisor and his team took “the road less traveled” in order to better...
Quasi-Independence: The Sophisticated Independent Model that Offers the Best of All Worlds
Many advisors who explore full-on independence find that it’s just too much of a leap. For those folks, the quasi-independent space may be just the...
Dollars and Sense: How a Move to Independence Really Adds Up
How do the economics of going independent compare to the value of taking a recruiting deal from a major firm? In this podcast episode, Mindy Diamond...
Trust in Yourself: Taking a Leap of Faith to Build an Enduring Legacy in the Independent Space
How do advisors who move to independence overcome their concerns about making the leap? In this episode, Mindy interviews an advisor who left the safety...
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