The Diamond Podcast for Financial Advisors

82
Careers #211

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 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.

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Recent Reviews
  • Trevor Oldham
    Awesome!
    One of my new fav shows.
  • maybdihjlz
    Ric Edelman
    Ric Edelman likes to tell people how great Ric Edelman is…
  • Brendan D Mc
    I’m confused on this business model
    An anyone explain this to me?
  • Schlicht
    Great Resource
    My partner, and I listened to this podcast religiously for the year that led up to us leaving Merrill Lynch. Great insight!
  • Numbers Guy 81
    A must listen for all advisors
    In addition to sharing their own expertise, Mindy and Louis bring on an amazing line up of guest advisors. Definitely one of my favorite shows for advisors!
  • DA in Atlanta
    Great podcast for financial advisors
    Really good interviews in the wealth management industry. Great peer perspectives and insights. Feels like a Barron’s or Forbes-type conference conversation. Mindy does a really good job of hitting the hot buttons and clearly knows the industry well. Highly recommend. Thank you
  • Jackq09
    Financial Advisor
    Highly recommend this podcast series! Very informative regardless of whether or not you’re considering independence and find the interviews incredibly insightful and authentic.
  • 2008TL
    Great insights
    A great way to get real life insights from advisors who left big firms to go independent. Excellent!
  • Jersey210
    Financial Advisors Take Note!
    Mindy and Louis are insightful, savvy hosts - sharing a wealth of industry knowledge that is so very valuable and asking all the right questions to a variety of interesting guests. The Industry Updates are helpful as well. Keep up the good work.
  • Vinnie575
    My Go-To Podcast
    Lots of insightful info from industry leaders and breakaway advisors. Mindy and Louis ask their guests the questions I’d ask if I had the chance. Great show!
  • Nealwall
    Time well spent.
    Great insights with learning about going independent. Very helpful and interesting.
  • riley0987654
    Mindy Diamond on Independence
    My go-to resource for learning not only about going independent but the entire industry landscape. So professionally done. I look forward to every new episode.
  • Crosby0327
    Actionable insights-love the advisor interviews
    Been a listener for over a year and have benefited from your perspectives. Especially helpful to hear the stories of advisors that have taken the path to independence before me
  • chetter7
    Digestible advice for financial advisors
    Mindy, Louis and their guests take a deep dive into the wealth management industry landscape offering information and advice for financial advisors unlike any others in the space. It’s objective and smart, and worth a listen to get a better understanding of the world financial advisors build their businesses in.
  • Ray Sclafani
    Listen to this!
    Nice job Mindy and Rob. Great insights. Congratulations on all you have and will achieve.
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