The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

  • Business · Careers, Entrepreneurship, Investing
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About

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 landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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Recent episodes

  • Why So Many Successful Advisors Feel Stuck - Best of ReplaySep 10, 2026 · 47 min
  • Build, Grow & Transact: Making the Leap from Northwestern Mutual to a $20B EnterpriseSep 3, 2026 · 57 min
  • Vanguard Acquires Altruist: What It Means for Advisors and the IndustryAug 27, 2026 · 25 min
  • Growth Without Compromise: Building Around the Advisor ExperienceAug 20, 2026 · 54 min
  • Build, Grow & Transact: From Breakaway to Transaction in 3 YearsAug 13, 2026 · 48 min
  • Why AI Matters Now: How a $1.5B RIA is Building the Firm of the FutureAug 6, 2026 · 48 min
  • IBD vs. RIA: A Special Industry Update on IndependenceJul 30, 2026 · 51 min
  • Build, Grow & Transact: $3.5B Cyndeo on Thinking Like a $25B FirmJul 23, 2026 · 56 min
  • Lessons from the Links: From Golf Pro to $5B Family Office PartnerJul 16, 2026 · 43 min
  • Emotional Intelligence: The “Untouchable” Differentiator in an AI WorldJul 9, 2026 · 51 min

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