The Diamond Podcast for Financial Advisors

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 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.

Episodes

The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence

April 17, 2025 • 38 mins
Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independence, and more.
Mark as Played

Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency

April 10, 2025 • 80 mins
The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more.
Mark as Played

“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business

April 3, 2025 • 49 mins
Steven Jarvis, the founder and CEO of Tax Retirement Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more.
Mark as Played

LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry

March 29, 2025
LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large.
Mark as Played

The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story

March 27, 2025 • 56 mins
Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a result of the change. Scott unpacks the difference between the models, shares why he opted to sell equity to Focus Financial, and more.
Mark as Played

The Annual Update on Advisor Transitions and Deals: 2024 Edition

March 20, 2025 • 47 mins
In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more.
Mark as Played

Crafting the Perfect Employer Value Proposition: The Key to Attracting and Retaining Top Talent

March 13, 2025 • 49 mins
A special episode designed for firms with their sights set on enhancing recruiting efforts and advisors looking to attract new team members, offering the steps to craft an effective Employer Value Proposition (EVP), with examples on usage and potential impact on hiring success and retention.
Mark as Played

Up Close with Rich Steinmeier: LPL’s CEO on the Transformation of a $1.8T Company

March 6, 2025 • 62 mins
Rich Steinmeier offers a candid perspective of LPL’s journey and how the founding core principles remain a pillar of the business today, even as evolutionary changes have made it one of the hottest firms in the industry.
Mark as Played

Beyond the Broker Dealer: Next Gen Sheds Light on Their Evolution to RIA

February 27, 2025 • 54 mins
Gideon Drucker shares a multi-generational growth story, evolving from the insurance world, to independent broker dealer HTK, and most recently, to fully independent as an RIA. Now CEO, Gideon shares insights on his own evolution from next gen to leader, the advantages of independence, and their transition.
Mark as Played

Friends & Fiduciaries: College Roommates Leave Their Series 7s Behind to Build an Independent Business

February 20, 2025 • 50 mins
Chris Griffith and Henry Wheelwright, rising stars in the wirehouse world, share their growth story and motivations to leave Morgan Stanley and launch their own independent firm on the Goldman Sachs custody platform.
Mark as Played

The Lifecycle of a Billion Dollar Business: Build at a Broker Dealer, Grow as an RIA, then Sell

February 13, 2025 • 50 mins
Bryan Sweet of Sweet Financial Partners shares the ultimate independent business growth story, starting with 32 years under the Raymond James BD umbrella, then as an RIA, and most recently selling to Carson Wealth.
Mark as Played

What’s on the Minds of Elite Advisors and Teams? A Special Industry Update

February 6, 2025 • 35 mins
What drives the industry’s top advisors and teams? This special episode with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.
Mark as Played

Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business

January 30, 2025 • 53 mins
Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, sharing a perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.
Mark as Played

Focus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution

January 23, 2025 • 70 mins
Michael Nathanson shares his vision for Focus, offering a unique insider’s perspective on the firm’s evolution and differentiators, and how that plays into the future of independence. Plus, he offers thoughts on his own transition to CEO and advice for advisors and business leaders.
Mark as Played

Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients

January 16, 2025 • 48 mins
Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4B in AUM to independence and building the business to $6B, including the motivations to make a change at this stage of his career, how they achieved such extraordinary growth in a short time, and much more.
Mark as Played

The Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great

January 9, 2025 • 31 mins
A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more.
Mark as Played

The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster

December 26, 2024 • 54 mins
A free session on accelerating growth via marketing with one of the leading firms in the wealth management industry. They offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and much more.
Mark as Played

An Advisor’s Guide to 2025: The Impact of 2024 on the New Year

December 19, 2024 • 32 mins
Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025 including transitions, deals, comp, private equity, the wirehouse recruiting race, and more.
Mark as Played

Building with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond

December 12, 2024 • 48 mins
Mike Quin, a former Market Manager at Wells Fargo, left the wirehouse world to launch DayMark Wealth Partners. Mike offers a candid perspective on his experience and how it motivated him and his team to build an independent firm that is focused on their clients, the strategies behind their extraordinary growth from $1B to $4B, and other valuable lessons for employee advisors and business owners alike.
Mark as Played

No Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets

December 5, 2024 • 44 mins
Steve Brennan, Managing Director and Head of Private Wealth Solutions from one of the leading private markets firms offers a unique perspective on the space, including how democratized access has helped foster growth beyond the wirehouses, the impact on an advisor’s business, innovations and trends, and much more.
Mark as Played

Popular Podcasts

    Las Culturistas with Matt Rogers and Bowen Yang

    Las Culturistas with Matt Rogers and Bowen Yang

    Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.

    40s and Free Agents: NFL Draft Season

    40s and Free Agents: NFL Draft Season

    Daniel Jeremiah of Move the Sticks and Gregg Rosenthal of NFL Daily join forces to break down every team's needs this offseason.

    Crime Junkie

    Crime Junkie

    Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

    The Breakfast Club

    The Breakfast Club

    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy And Charlamagne Tha God!

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

Explore

iHeart

Live Radio

Podcasts

Artist Radio

Exclusives

News

Features

Events

Contests

Photos

Information

About

Advertise

Blog

Brand Guidelines

Contest Guidelines

Subscription Offers

Jobs

Get the App

Automotive

Home

Mobile

Wearables

© 2025 iHeartMedia, Inc.