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 | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingCareersBusiness | |||
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Latest Episodes
With Brandon Ross, CFP® — Co-Founder and Co-CEO, Quotient Wealth Partners
Overview
Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and or... more
With Eden Ovadia, Co-Founder of FINNY
Overview
FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-loo... more
With Pete Tiboris, CEO and Partner, Park Avenue Capital
Overview
Park Avenue Capital CEO Pete Tiboris shares how he and his partners built a $4B enterprise inside Northwestern Mutual through intentional design, a pod-based advisor structure, a c... more
Overview
Four top advisors who each left a major firm share how they built successful independent businesses on their own terms. Originally recorded as a live webinar, this candid roundtable explores the real fears, challenges, and opportunities of ... more
Key Facts
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Recent Guests
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Reviews
- 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 advisor
United Statesa month ago - Awesome!
One of my new fav shows.
Apple Podcasts5Trevor OldhamUnited Statesa year ago - Ric Edelman
Ric Edelman likes to tell people how great Ric Edelman is…
Apple Podcasts1maybdihjlzUnited States2 years ago - I’m confused on this business model
An anyone explain this to me?
Apple Podcasts1Brendan D McUnited States3 years ago - Great Resource
My partner, and I listened to this podcast religiously for the year that led up to us leaving Merrill Lynch. Great insight!
Apple Podcasts5SchlichtUnited 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 | #148 | United States/Business/Careers |
Apple Podcasts | #118 |  Hong Kong/Business/Careers |
Apple Podcasts | #150 |  Ireland/Business/Careers |
Apple Podcasts | #200 |  Israel/Business/Careers |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
Focused on the evolving landscape of financial advisory, the content covers a range of critical topics such as advisor transitions, growth strategies, and the intricacies of wealth management. The conversations often feature insights from industry leaders who provide actionable advice and address the challenges faced by professionals in the financial sector. Notably, discussions also highlight the move towards independence and the discussion of innovative practices that enhance advisor-client relationships and operational efficiency. The depth of knowledge shared makes this show a valuable resource for financial advisors seeking to navigate their careers effectively in a changing industry.
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. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. The Compound and Friends
5. The Meb Faber Show - Better Investing
How many episodes of this podcast are there?
this podcast launched 8 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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How do I access podcast episode transcripts for this podcast?
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Brandon Ross
2. Eden Ovadia
3. Peter Tiboris
4. Alex Markowitz
5. Steve Davis
6. Adam Malamed
7. John Krambeer
8. Julia Healey
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.