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.
A $1.2B UBS team walked out with zero assets and crossed $1B just 225 days later. Ox Road Capital’s founders...
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
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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Some of the most successful financial advisors still feel stuck. Louis and Mindy Diamond examine
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Andy Schwartz and Kevin Spahn share two sides of the Build, Grow & Transact story,
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Vanguard’s acquisition of Altruist could reshape the RIA custody landscape. Louis Diamond shares his rapid
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The best advisor platforms do more than provide technology and operational support. They become strategic
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