The Diamond Podcast for Financial Advisors
Designed for financial advisors like you – who are interested in learning more about the evolving wealth management industry through in-depth dialogues with breakaway advisors, C-suite executives, and industry thought leaders.
Former Goldman Sachs advisor Scott Neu shares the client-first growth strategy behind Sage Mountain’s $8.5B independent RIA, and why he...
LISTENInsights on Transitions, Independence, and Advisor Growth
Launched in 2017 as Mindy Diamond on Independence, the show now explores advisor transitions, growth, and the ever-changing financial landscape through candid conversations with industry leaders. Backed by Diamond Consultants’ mission to help advisors live their best business life, we’ve guided professionals across all channels, transitioning over a quarter-trillion dollars in assets. More than recruiters, we’re business coaches and career sherpas who provide unbiased, no-cost guidance rooted in relationships, not transactions—even if that means advising you to stay put. Note: Guest views are their own and not compensated, nor do they necessarily reflect those of Diamond Consultants.
- All
- Industry Updates
- Build, Grow & Transact
- AI, Tech & Infrastructure
- Boutique & Regional Firms
- Breakaways
- Industry Leaders
- Independent Broker Dealers
- Platform Providers & RIAs
- Wirehouses & Bank Brokerages
- Thought Leaders
- Practice Management & Growth
- Legal, Compliance & Transition Support
Former Goldman Sachs advisor Scott Neu shares the client-first growth strategy behind Sage Mountain’s $8.5B
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Arax CEO Haig Ariyan and RedBird’s Mike Zabik discuss building a $50B wealth management business
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AI is changing wealth management. Are financial advisors keeping up? John O’Connell of The Oasis
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Institutional investors and financial advisors evaluate many of the same wealth management firms—but through very
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A $1.2B UBS team walked out with zero assets and crossed $1B just 225 days
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Wirehouse advisor movement accelerated in the first half of 2026, but the headline numbers tell
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What does the modern family office look like in the age of AI? Cresset’s Susie
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From $600mm to $10.5B in largely organic growth, David Bahnsen shares how content, reinvestment, client
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AssetMark CEO Michael Kim shares how financial advisors can create capacity for growth by leveraging
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