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 Bigger Picture for Independent Advisors: How to Monetize Your Life’s Work in the Long-Term
While the freedom and flexibility of the independent space are attractive to many, it’s the long-term economic potential that’s the real draw for...
What Non-Protocol Status Means for Those Considering Independence
How will the ability to go independent be impacted by an advisor's non-Protocol status? Sharron Ash, Chief Litigation Counsel at Hamburger Law Firm,...
Show Me the Money: How Independent Advisors Monetize in the Short-Term
While most financial advisors dream about the freedom, flexibility and control of independence, many don’t make the move because of the perceived...
Fact vs. Fiction: The True Realities of Independence for Financial Advisors
As one of the relatively new models in the wealth management landscape, independence for financial advisors is often subject to headlines and hearsay....
A View from the Top: An Interview with Breakaway Broker Matt Celenza
What drives a wirehouse advisor to make the leap to independence? And what happens once they get to the other side? Hear it first hand in this one-on-one...
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