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 | CareersInvestingBusiness | |||
Listen to this Podcast
Latest Episodes
With Ryan Guth, Founder, Goldfin Group Overview
Jason Diamond speaks with Ryan Guth, Founder of Goldfin Group, on moving beyond Edward Jones to build a business defined by control, differentiation, and entrepreneurial alignment. It’s a thoughtful c... more
With Jason Diamond and Louis Diamond Overview
A companion to our annual Advisor Transition Report, Jason Diamond and Louis Diamond unpack what’s driving advisor movement in 2025, and what the data reveals about control, growth, and where the indust... more
With Todd Stankiewicz, President & CIO, and Joe Castiglie, COO & CIO – SYKON Capital Overview
Todd Stankiewicz and Joe Castiglie of SYKON Capital join Jason Diamond to discuss redefining success after Merrill, launching their own RIA, and how indep... more
With Dylan Ripley & Todd Vincent – Managing Partners and Financial Planners, Cedarwood Financial Partners Overview
Todd Vincent and Dylan Ripley join Mindy Diamond to share the reality of leaving Edward Jones, defending a two-year lawsuit, and stil... 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 States5 months 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 States3 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 | #141 | United States/Business/Careers |
Apple Podcasts | #163 |  Ireland/Business/Careers |
Apple Podcasts | #215 |  Israel/Business/Careers |
Apple Podcasts | #220 |  South Africa/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?
The show centers on independent financial advising, transitions, growth, and the evolving advisor landscape. Across recent episodes, discussions span building scalable wealth-management platforms, private-equity and capital-partner dynamics, lifecycle transitions for advisors, and technology-enabled differentiation in client service. Guests range from platform founders to exit strategists, with a consistent emphasis on advisor autonomy, data-driven growth, and the realities of scaling in a highly competitive market. A standout aspect is the blend of practical leadership lessons, hands-on growth strategies, and candid takes on industry disruption, making it a practical listen for advisors contemplating independence, succession, or strategic ... more
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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 Perfect RIA
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. Talking Wealth
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.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Ryan Guth
2. Todd Stankiewicz
3. Joe Castiglie
4. Dylan Ripley
5. Todd Vincent
6. James Poer
7. John Amore
8. Fayez Muhtadie
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.