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 | InvestingBusinessCareers | |||
Listen to this Podcast
Latest Episodes
With Nick Hubert and Taylor Gentry—Founding Partners, Panoramic Capital Partners Jason Diamond speaks with Nick Hubert and Taylor Gentry of Panoramic Capital Partners about helping business owners align personal significance, wealth, and business val... more
A Special Industry Update with Jason Diamond and Mindy Diamond
A replay of part one of a two-part series, Jason and Mindy Diamond unpack the real advisor transition playbook—from due diligence and culture fit to portability, enterprise value, and t... more
With Rafael Loureiro, Co-Founder & Chief Executive Officer, Wealth.com Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process. In Summary
Estate planning has traditionally oper... more
With Ricky Smith—Founder & Managing Partner, Inspired Wealth Planning Overview
Jason Diamond speaks with Ricky Smith of Inspired Wealth Planning about leaving Edward Jones after 30 years, evaluating 12 firms, and building an independent business th... 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 States7 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 | #199 | United States/Business/Careers |
Apple Podcasts | #164 |  Canada/Business/Careers |
Apple Podcasts | #14 |  Ireland/Business/Careers |
Apple Podcasts | #162 |  Israel/Business/Careers |
Apple Podcasts | #162 | Ireland/Business |
Apple Podcasts | #248 |  South Africa/Business/Careers |
Talking Points
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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?
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
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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 Efficient Advisor: Tactical Business Advice for Financial Planners
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. Talking Wealth
5. The Meb Faber Show - Better Investing
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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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Nick Hubert
2. Taylor Gentry
3. Rafael Loureiro
4. Ricky Smith
5. Leah Sciabarrasi
6. Mindy Diamond
7. Ben Domingue
8. Wen Nottebohm
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.