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
Ryan Belanger — Founder & CEO, Claro Advisors
Most firms are adding AI to existing workflows. Ryan Belanger chose a different path, acquiring a fintech company and rebuilding Claro Advisors around an AI-native platform. He explains why he believes ... more
With Josh Tomolak, Vice President of Independent Advisor Services, Diamond Consultants
Louis Diamond and Josh Tomolak unpack today’s IBD vs. RIA landscape, explaining what has changed, where each model excels, and how to determine which path best s... more
Matt Kilgroe — President & CEO, Cyndeo Wealth Partners
Matt Kilgroe shares how Cyndeo Wealth Partners grew from a newly launched $1.2B RIA to a $3.5B enterprise, and why the next challenge isn’t independence, but building a firm capable of reaching... more
With Constantine Hatzivassiliou—Partner, Certuity
Golf taught Constantine Hatzivassiliou how to perform under pressure. Building a nearly $5B multi-family office taught him that the best advisors become the first call when life, not just the market... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Hosts
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 States2 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 States9 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 | #74 | United States/Business/Careers |
Apple Podcasts | #103 |  France/Business/Careers |
Apple Podcasts | #232 |  Israel/Business/Careers |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
This show centers on financial advisor transitions, independence, practice growth, and the evolving wealth-management landscape. Through interviews with industry leaders, founders, and operators, it explores why many advisors leave wirehouses for RIAs or hybrid models, how firms scale while maintaining client-centric culture, and the role of technology, AI, and private equity in shaping enterprise value. Listeners get practical frameworks for evaluating moves, building scalable platforms, and delivering a differentiated client experience, often illustrated with real-world case studies and actionable takeaways from notable guests. A standout is the recurring focus on culture, governance, and advisor empowerment, coupled with industry-wide up... more
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?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for this podcast?
Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does this podcast have?
To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. The Perfect RIA
2. Barron's Advisor
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. Talking Wealth
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?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for this podcast?
Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for this podcast?
Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Josh Tomolak
2. Matt Kilgroe
3. Constantine Hatzivassiliou
4. James Woodfall
5. Jason Fertitta
6. Michael Smith
7. Dan Sullivan
8. Nick Hubert
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.