The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and ConsultantLaunched 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.
| Publishes | Weekly | Episodes | 300 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | CareersBusinessInvesting | |||
Listen to this Podcast
Latest Episodes
With Louis Diamond and Mindy Diamond
Louis and Mindy Diamond explore why successful financial advisors can feel stuck despite thriving businesses—and how agency, enterprise value, risk, legacy, and a clear true north can help them evaluate what com... more
Andy Schwartz CEO, OnePoint BFG Wealth Partners | Kevin Spahn Founder, Spahn Financial (now OnePoint BFG)
Two former Northwestern Mutual advisors, two very different paths. Andy Schwartz and Kevin Spahn share what it takes to build, grow, merge, an... more
With Louis Diamond
Vanguard’s acquisition of Altruist could reshape RIA custody, bringing together Altruist’s technology with the scale, capital, and reputation of one of the industry’s best-known brands. In Summary
Vanguard’s acquisition of Altr... more
Shannon Spotswood – CEO, RFG Advisory
Choosing a platform isn’t just about technology or economics. It’s about finding a partner that helps you build the business you actually want to own. Shannon Spotswood explains why growth without compromise st... more
Key Facts
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Reviews
- Consistently informative and thoughtful podcast
Mindy asks great questions, brings on insightful guests, and covers topics that are highly relevant to the wealth management industry. I always come away with a useful takeaway. Highly recommend!
Apple Podcasts5WNottebohm
United States3 months ago - The best there is!
One of the best podcasts there is for Financial Services professionals! This is the team you WANT to assist in transitioning because they will help you from A-Z
Apple Podcasts5Wealth management advisorUnited States10 months ago - Awesome!
One of my new fav shows.
Apple Podcasts5Trevor OldhamUnited States2 years ago - Ric Edelman
Ric Edelman likes to tell people how great Ric Edelman is…
Apple Podcasts1maybdihjlzUnited States3 years ago - I’m confused on this business model
An anyone explain this to me?
Apple Podcasts1Brendan D McUnited States3 years ago
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #165 | United States/Business/Careers |
Apple Podcasts | #90 |  South Africa/Business/Careers |
Apple Podcasts | #199 |  Ireland/Business/Careers |
Apple Podcasts | #199 |  Israel/Business/Careers |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
This show centers on wealth management leadership, advisor transitions, and firm-building at scale. Listeners get practical guidance on leaving wirehouses, growing independent RIAs, building enterprise value, and navigating mergers and partnerships, with a steady emphasis on governance, culture, and client-centric service. Noteworthy angles include founder-led growth, private equity involvement, and tech-enabled advisory platforms, all explored through candid conversations with industry operators, investors, and decision-makers. The format tends to blend personal origin stories, pragmatic frameworks, and real-world case studies to help listeners evaluate independence, growth strategies, and succession planning.
Where can I find podcast stats for this podcast?
Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does this podcast get?
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What are the audience demographics for this podcast?
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How many subscribers and views does this podcast have?
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. Barron's Advisor
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Talking Wealth
5. The Compound and Friends
How many episodes of this podcast are there?
this podcast launched 9 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact this podcast?
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Where can I see ratings and reviews for this podcast?
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Andy Schwartz
2. Kevin Spahn
3. Shannon Spotswood
4. Patrick Larkin
5. Ryan Belanger
6. Josh Tomolak
7. Matt Kilgroe
8. Constantine Hatzivassiliou
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.