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 | CareersInvestingBusiness | |||
Listen to this Podcast
Latest Episodes
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
With James Woodfall, Communication and Behavior Specialist, Raise Your EI
As AI makes expertise more accessible, what becomes an advisor’s true advantage? EI expert James Woodfall explains why authentic human connection may be the one thing technol... more
A Special Industry Update, With Jason Diamond and Mindy Diamond
Jason and Mindy Diamond revisit how advisor due diligence is evolving—from AI and enterprise value to firm stability, ownership, and optionality—and why those questions matter more tha... more
Jason Fertitta – CEO & Partner, Americana Partners Jason Fertitta shares how Americana Partners grew from a $2.6B breakaway team to a $13B+ enterprise by focusing on ownership, enterprise value, strategic acquisitions, and long-term growth. In Summar... 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 States8 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 - 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 States4 years ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #140 | United States/Business/Careers |
Apple Podcasts | #186 |  Canada/Business/Careers |
Apple Podcasts | #142 |  Singapore/Business/Careers |
Apple Podcasts | #198 |  Poland/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?
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?
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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. 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.
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Where can I see ratings and reviews for this podcast?
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Jason Fertitta
2. Michael Smith
3. Dan Sullivan
4. John Bowen
5. Nick Hubert
6. Taylor Gentry
7. Rafael Loureiro
8. Ricky Smith
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.