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
January 22, 2026 • 50 mins
Mark as Played
January 15, 2026 • 47 mins
With Jason Ozur, Founding Partner, Chief Executive Officer, Lido Advisors
Mark as Played
January 8, 2026 • 46 mins
With Jason Diamond and Louis Diamond
Overview
A...
Mark as Played
December 30, 2025 • 59 mins
With Sam Anderson, Chief Capital Officer and Co-Head of Dynasty Investment Bank at Dynasty Financial Partners LLC
Mark as Played
December 18, 2025 • 45 mins
With Brandon Ross, CFP® — Co-Founder and Co-CEO, Quotient Wealth Partners
Read more
Mark as Played
December 11, 2025 • 52 mins
With Eden Ovadia, Co-Founder of FINNY
Overview
...
Mark as Played
December 4, 2025 • 51 mins
With Pete Tiboris, CEO and Partner, Park Avenue Capital
Mark as Played
November 20, 2025 • 50 mins
Overview
Four top advisors who each left a major firm share how they built successful independent businesses on their own terms. Originally recorded as a live...
Mark as Played
November 13, 2025 • 55 mins
With Neil Rubinstein, Private Advisor and Managing Director, RSA Family Wealth, Rockefeller Global Family Office
Mark as Played
With Alex Markowitz – Founding and Managing Partner, Alteri Wealth
Mark as Played
October 30, 2025 • 46 mins
With Jarrod Malone & Michael Bressan, Partners at Shumaker
Mark as Played
October 23, 2025 • 63 mins
With Joe Duran – Managing Partner, Rise Growth Partners
Mark as Played
October 16, 2025 • 49 mins
With Steve Davis, Founder & CEO, Madison & Elm Wealth Management
Mark as Played
October 9, 2025 • 56 mins
With Adam Malamed—CEO, Sanctuary Wealth
Hosted by Louis Diamond
Mark as Played
A Special Industry Update, With Jason Diamond and Mindy Diamond
Mark as Played
September 29, 2025 • 38 mins
With Shirl Penney—President and CEO, Dynasty Financial Partners, Hosted by Louis Diamond
Mark as Played
September 25, 2025 • 50 mins
With John Krambeer, Founder and CEO, Validus Capital
Mark as Played
September 18, 2025 • 54 mins
With Mike Durbin, CEO of Cetera Financial Group
...
Mark as Played
September 11, 2025 • 41 mins
With Jason Diamond and Louis Diamond
Overview
A...
Mark as Played
August 28, 2025 • 31 mins
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