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 | |||
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Latest Episodes
Steve Chubak, Managing Director at Wolfe Research What can advisors learn from the way institutional investors evaluate wealth management firms? Wolfe Research’s Steve Chubak offers a different lens on growth, recruiting, AI, pricing, M&A, and what s... more
Michael Lee & Steve Armaly—Founders & Managing Partners, Ox Road Capital After leaving UBS to launch Ox Road Capital, Michael Lee, Steve Armaly, and their partners crossed $1B in AUM in just 225 days. They share how years of client trust, partner ali... more
A Special Industry Update with Louis Diamond and Jason Diamond Wirehouse advisor movement accelerated sharply in the first half of 2026. Louis and Jason Diamond unpack the numbers, the forces driving them, and what they reveal about an increasingly c... more
With Susie Cranston, CEO, Cresset | Kelly Wagman, PhD, Director, Head of AI Strategy, Cresset
Cresset CEO Susie Cranston and Head of AI Strategy Kelly Wagman explore the modern family office, AI as a scale enabler, human-led advice, equity, culture... more
Key Facts
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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 States5 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 Statesa year 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 | #94 | United States/Business/Careers |
Apple Podcasts | #84 |  Sweden/Business/Careers |
Apple Podcasts | #160 |  Hong Kong/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 wealth management leadership, advisor transitions, and firm-building at scale. Listeners get practical guidance on leaving wirehouses, growing independent RIAs, building enterprise value, and navigating mergers and partnerships, with a steady emphasis on governance, culture, and client-centric service. Noteworthy angles include founder-led growth, private equity involvement, and tech-enabled advisory platforms, all explored through candid conversations with industry operators, investors, and decision-makers. The format tends to blend personal origin stories, pragmatic frameworks, and real-world case studies to help listeners evaluate independence, growth strategies, and succession planning.
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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. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
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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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Michael Lee
2. Steve Armaly
3. Susie Cranston
4. Kelly Wagman
5. David Bahnsen
6. Michael Kim
7. Andy Schwartz
8. Kevin Spahn
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.