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 Alex Markowitz – Founding and Managing Partner, Alteri Wealth
Overview
After more than a decade at Merrill, Alex Markowitz wanted to serve clients differently, without quotas or constraints. He launched Alteri Wealth, an independent firm bu... more
With Jarrod Malone & Michael Bressan, Partners at Shumaker
Overview
As TROs and lawsuits make headlines, two top attorneys who represented Merrill breakaways OpenArc, share how advisors can minimize risk, protect client relationships, and make a... more
With Joe Duran – Managing Partner, Rise Growth Partners
Overview
He’s built and rebuilt some of the industry’s most successful firms and now he’s helping others do the same. In this episode, Joe Duran, the founder of Rise Growth Partners shares ... more
With Steve Davis, Founder & CEO, Madison & Elm Wealth Management
Overview
After more than a decade at Edward Jones, Steve Davis realized he’d outgrown the model. He wanted more control, flexibility, and the ability to serve clients his way. In t... more
Key Facts
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Reviews
- Awesome!
One of my new fav shows.
Apple Podcasts5Trevor Oldham
United 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 States2 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 - A must listen for all advisors
In addition to sharing their own expertise, Mindy and Louis bring on an amazing line up of guest advisors. Definitely one of my favorite shows for advisors!
Apple Podcasts5Numbers Guy 81United 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 | #122 | United States/Business/Careers |
Apple Podcasts | #60 |  Singapore/Business/Careers |
Apple Podcasts | #198 |  Ireland/Business/Careers |
Apple Podcasts | #227 |  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?
Focused on the dynamics of the wealth management industry, this podcast explores critical themes surrounding financial advisor transitions, growth strategies, and evolving industry trends. The content is rich with insightsshared by industry leaders who emphasize the importance of technological advancements, philanthropy, and mission-driven investing. Episodes regularly feature conversations that offer both objective guidance and actionable advice tailored for financial advisors navigating their careers, making it a valuable resource for those seeking to understand the shifting landscape of the financial advisory space. The show's unique approach to blending personal stories with professional insights sets it apart, encouraging listeners to ... more
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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. The Compound and Friends
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. Steve Davis
2. Adam Malamed
3. John Krambeer
4. Julia Healey
5. Ben Valore-Caplan
6. Cary Carbonaro
7. Mindy Diamond
8. Stephanie Bogan
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.