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
Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
With Doug Fritz – Co-Founder and Executive Chairman, F2 Strateg
Overview
The co-founder of...
The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
With Ted Jenkin – Co-Founder, JPTD Partners
Overview
What drives valuations—and what mistakes...
From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
With Brett Oley and Ryan Kinser, Co-Founders and Managing Partners — Oley Kinser Concierge Wealth
Overview
Brett...
Who’s in Control: The Advisor or The Firm? A Special Industry Update
With Jason Diamond & Louis Diamond
Overview
The ultimate survival guide for employee advisors,...
Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”
With John Thiel – Founder and Executive Chairperson, Indivisible Partners
Overview
John Thiel...
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