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
With James Poer, CEO Kestra Holdings, John Amore, President Kestra Financial and Fayez Muhtadie, Co-Head of Private Equity at Stone Point Capital
Overview
Louis Diamond sits down with James Poer (Kestra Holdings), John Amore (Kestra Financial), and Fayez Muhtadie (Stone Point Capital), who share unique vantage points of how scale, private equity, and alignment shape enterprise value in today’s wealth management la...
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February 26, 2026 • 48 mins
With Jim Dickson — Founding Partner and CEO, Elevation Point
Overview
Louis Diamond speaks with the founder and CEO of Elevation Point about building a next-generation independent platform focused on ownership, minority capital, data strategy, and scalable, durable advisory firms.
Listen in…
> Download a transcript of this episode…
NOTE: The views and opinions ex...
Mark as Played
February 19, 2026 • 46 mins
With Louis Diamond and Mindy Diamond
Overview
They’ve built thriving businesses. Strong production. Loyal clients. Growing teams.
So why do so many successful advisors quietly wonder, “Why doesn’t this feel as good as I expected?” This episode tackles the psychology of success and what comes after it.
Listen in…
> Download a transcript of this episode…
NOTE: The v...
Mark as Played
February 12, 2026 • 63 mins
Overview
...Mark as Played
February 5, 2026 • 42 mins
With Dennis Morton, Founder and Senior Wealth Advisor at Morton Brown Family Wealth
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January 29, 2026 • 59 mins
With Jason Wenk—Founder and CEO, Altruist
Overview
A candid conv...
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January 22, 2026 • 50 mins
With Tim Krueger, Co-Founder and Partner at Krueger, Fosdyck, Brown, McCall & Associates – NewEdge Advisors, LLC
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January 15, 2026 • 47 mins
With Jason Ozur, Founding Partner, Chief Executive Officer, Lido Advisors
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January 8, 2026 • 46 mins
With Jason Diamond and Louis Diamond
Overview
As 2026 comes into...
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December 30, 2025 • 59 mins
With Sam Anderson, Chief Capital Officer and Co-Head of Dynasty Investment Bank at Dynasty Financial Partners LLC
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December 18, 2025 • 45 mins
With Brandon Ross, CFP® — Co-Founder and Co-CEO, Quotient Wealth Partners
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December 11, 2025 • 52 mins
With Eden Ovadia, Co-Founder of FINNY
Overview
FINNY Co-Founder ...
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December 4, 2025 • 51 mins
With Pete Tiboris, CEO and Partner, Park Avenue Capital
Overview
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November 20, 2025 • 50 mins
November 13, 2025 • 55 mins
With Neil Rubinstein, Private Advisor and Managing Director, RSA Family Wealth, Rockefeller Global Family Office
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With Alex Markowitz – Founding and Managing Partner, Alteri Wealth
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October 30, 2025 • 46 mins
October 23, 2025 • 63 mins
With Joe Duran – Managing Partner, Rise Growth Partners
Overview
...Mark as Played
October 16, 2025 • 49 mins
With Steve Davis, Founder & CEO, Madison & Elm Wealth Management
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October 9, 2025 • 56 mins
With Adam Malamed—CEO, Sanctuary Wealth
Hosted by Louis Diamond
...
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