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 Tim Krueger, Co-Founder and Partner at Krueger, Fosdyck, Brown, McCall & Associates – New Edge Advisors, LLC
Overview
For many advisors, the real question isn’t how big the business becomes—but what happens next. This episode explores ho... more
With Jason Ozur, Founding Partner, Chief Executive Officer, Lido Advisors
Overview
As firms pursue scale, advisors face a critical question: how do you grow without compromising the client experience? Jason Ozur joins the show to explore what... more
With Jason Diamond and Louis Diamond
Overview
As 2026 comes into focus, advisors face a new set of strategic questions. This Industry Update explores the forces reshaping growth, deal structures, and enterprise value—and what those shifts may... more
With Sam Anderson, Chief Capital Officer and Co-Head of Dynasty Investment Bank at Dynasty Financial Partners LLC
Overview
Advisors are now weighing options once reserved for institutional executives. This conversation examines how a collabor... 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 States2 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 States2 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
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #108 | United States/Business/Careers |
Apple Podcasts | #225 |  Canada/Business/Careers |
Apple Podcasts | #215 |  Ireland/Business/Careers |
Apple Podcasts | #217 |  Israel/Business/Careers |
Apple Podcasts | #235 |  South Africa/Business/Careers |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
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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 evolving landscape of financial advisory, the content covers a range of critical topics such as advisor transitions, growth strategies, and the intricacies of wealth management. The conversations often feature insights from industry leaders who provide actionable advice and address the challenges faced by professionals in the financial sector. Notably, discussions also highlight the move towards independence and the discussion of innovative practices that enhance advisor-client relationships and operational efficiency. The depth of knowledge shared makes this show a valuable resource for financial advisors seeking to navigate their careers effectively in a changing industry.
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?
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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. Financial Advisor Success
2. The Compound and Friends
3. Animal Spirits Podcast
4. The Meb Faber Show - Better Investing
5. Capital Allocators – Inside the Institutional Investment Industry
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.
How do I contact this podcast?
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Where can I see ratings and reviews for this podcast?
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How do I access podcast episode transcripts for this podcast?
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Brandon Ross
2. Eden Ovadia
3. Peter Tiboris
4. Alex Markowitz
5. Steve Davis
6. Adam Malamed
7. John Krambeer
8. Julia Healey
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.