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
A Special Industry Update, With Jason Diamond and Mindy Diamond Overview
Jason and Mindy Diamond revisit the transition playbook, this time focused on how advisor priorities are shifting. From AI and enterprise value to stability and flexibility, t... more
With Ben Domingue, Founder & Managing Partner of Family Office Partners Overview
Louis Diamond speaks with Ben Domingue, Founder of Family Office Partners, on his move from UBS PWM to independence—why control became essential, and how building his ... more
With Wen Nottebohm—Managing Director, Wealth Advisor at Cresset Overview
Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value o... more
With James Conole—Founder, Root Financial Overview
James Conole built Root Financial from zero to ~$2.4B in just 8 years. Louis Diamond speaks with him about how he grew the firm through content and inbound demand rather than traditional business d... more
Key Facts
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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 | #84 | United States/Business/Careers |
Apple Podcasts | #59 |  South Africa/Business/Careers |
Apple Podcasts | #90 |  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?
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. 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 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. Wen Nottebohm
2. James Conole
3. Ryan Guth
4. Todd Stankiewicz
5. Joe Castiglie
6. Dylan Ripley
7. Todd Vincent
8. James Poer
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.