Podcast

The Diamond Podcast for Financial Advisors

Launched 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…

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Latest episodes

  1. Build, Grow & Transact: From Breakaway to Transaction in 3 Years13 Aug 2026
  2. Why AI Matters Now: How a $1.5B RIA is Building the Firm of the Future6 Aug 2026
  3. IBD vs. RIA: A Special Industry Update on Independence30 Jul 2026
  4. Build, Grow & Transact: $3.5B Cyndeo on Thinking Like a $25B Firm23 Jul 2026
  5. Lessons from the Links: From Golf Pro to $5B Family Office Partner16 Jul 2026
  6. Emotional Intelligence: The “Untouchable” Differentiator in an AI World9 Jul 2026
  7. The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between – Part 2 – Best of Replay2 Jul 2026
  8. Build, Grow & Transact: Americana’s $12B Path from Breakaway to Enterprise25 Jun 2026
  9. From “Overservicing” Clients to Building a $1B RIA: A Merrill Breakaway Story18 Jun 2026
  10. Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen11 Jun 2026