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
Patrick Larkin, Partner & Practice Leader, Cerity Partners
Three years after launching his independent RIA, Patrick Larkin merged with Cerity Partners—but not because that was the original plan. He explains how ownership changed the way he viewed enterprise value, optionality, and the future of his business.
In Summary
Going independent is often viewed as the destination. Patrick Larkin discovered it was...
Ryan Belanger — Founder & CEO, Claro Advisors
Most firms are adding AI to existing workflows. Ryan Belanger chose a different path, acquiring a fintech company and rebuilding Claro Advisors around an AI-native platform. He explains why he believes the future belongs to firms that rethink how they operate, not just the tools they use.
In Summary
Most firms view AI as another technology investment. Ryan Be...
With Josh Tomolak, Vice President of Independent Advisor Services, Diamond Consultants
Louis Diamond and Josh Tomolak unpack today’s IBD vs. RIA landscape, explaining what has changed, where each model excels, and how to determine which path best supports the business you want to build.
In Summary
The independent wealth management landscape has changed dramatically, making the decision between an independent...
Matt Kilgroe — President & CEO, Cyndeo Wealth Partners
Matt Kilgroe shares how Cyndeo Wealth Partners grew from a newly launched $1.2B RIA to a $3.5B enterprise, and why the next challenge isn’t independence, but building a firm capable of reaching $25B.
In Summary
Five years after launching Cyndeo Wealth Partners from UBS, Matt Kilgroe returns to the podcast to discuss what happens after ind...
With Constantine Hatzivassiliou—Partner, Certuity
Golf taught Constantine Hatzivassiliou how to perform under pressure. Building a nearly $5B multi-family office taught him that the best advisors become the first call when life, not just the markets, gets complicated.
In Summary
Many advisors spend years mastering investments, but for affluent families, portfolio management is often just the starting point.
...
With James Woodfall, Communication and Behavior Specialist, Raise Your EI
As AI makes expertise more accessible, what becomes an advisor’s true advantage? EI expert James Woodfall explains why authentic human connection may be the one thing technology can’t replicate.
In Summary
As artificial intelligence reshapes how information is delivered, financial advisors are being challenged to rethink what tru...
A Special Industry Update, With Jason Diamond and Mindy Diamond
Jason and Mindy Diamond revisit how advisor due diligence is evolving—from AI and enterprise value to firm stability, ownership, and optionality—and why those questions matter more than ever.
In Summary
Due diligence has always been about finding the right fit. But what advisors are evaluating has expanded considerably.
Jason Fertitta – CEO & Partner, Americana Partners
Jason Fertitta shares how Americana Partners grew from a $2.6B breakaway team to a $13B+ enterprise by focusing on ownership, enterprise value, strategic acquisitions, and long-term growth.
In Summary
Many advisors view independence as the ultimate objective: a chance to gain control, improve economics, and build a business on their own terms.
F...
Michael Smith—Managing Partner and Founder, Emerald Advisors
Michael Smith shares how a client-first philosophy, niche specialization, and independence helped Emerald Advisors grow from $385mm to more than $1B in assets.
In Summary
What happens when an advisor builds a business around client service rather than operational efficiency?
Jason Diamond speaks with Michael Smith, Founder and Managing Partner of E...
With the Co-Authors of The Greater Game and Dan Sullivan of Strategic Coach and John Bowen of CEG Insights
Louis Diamond speaks with Dan Sullivan of Strategic Coach® and John Bowen of CEG Insights about founder dependency, enterprise value, and the architecture behind scalable businesses.
In Summary
Many advisory firms grow successfully while remaining highly dependent on their founders. Dan Sullivan and John Bowe...
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