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.
Some of the most successful financial advisors still feel stuck. Louis and Mindy Diamond examine why success itself can become...
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
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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Three years after launching Oak Hill Wealth Advisors, Patrick Larkin merged with Cerity Partners, but
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Most firms are adding AI to existing workflows. Ryan Belanger believes the bigger opportunity is
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Louis Diamond and Josh Tomolak unpack today’s IBD vs. RIA decision, explaining how the models
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Growth changes the questions leaders have to answer. Matt Kilgroe explains what happens when building
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From professional golf to a nearly $5B multi-family office, Constantine Hatzivassiliou explains why the best
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