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
When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence
With Brian Pultman – Founder and CEO, Correct Capital Wealth Management
Overview
Brian Pultman...
Limitless Growth: Building the Business You Want and the Life to Match
With Stephanie Bogan – Founder, Limitless Advisor
Overview
Stephanie Bogan, founder of Limitless...
Growth from Practice to Enterprise The Evolution of an Ex-Wirehouse Advisor’s $3B Business
With Joel Guth Founder and CEO, Gryphon Financial Partners
Overview
Joel Guth shares how stepping...
The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution
With Tony Parr, Founding Partner of The Parr McKnight Wealth Management Group
Overview
Tony...
The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update
With Jason Diamond & Louis Diamond
Overview
A “Top 10” list of firm-level innovations...
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