Podcast Index

Podcasts

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The Diamond Podcast for Financial Advisors The Diamond Podcast for Financial Advisors Mindy Diamond Financial Advisor Recruiter and Consultant UnBuild It Podcast UnBuild It Podcast Unbuild It Podcast FEAR & GREED | Business News FEAR & GREED | Business News Fear and Greed The Netty Life The Netty Life DRN1 The Near Memo The Near Memo Greg Sterling, Mike Blumenthal & David Mihm The Nonprofit Show The Nonprofit Show American Nonprofit Academy Economic War Room Economic War Room Blaze Podcast Network Service MVP Sales Training Podcast with Joe Crisara Service MVP Sales Training Podcast with Joe Crisara Service MVP The Program Design Podcast The Program Design Podcast Lauren Monique Relocalizing Health with Dave Chase Relocalizing Health with Dave Chase TopHealth Media We Are Spiraling We Are Spiraling Priya Anand The Quarter Hour: the best daily radio industry podcast The Quarter Hour: the best daily radio industry podcast podtential originals PWTorch Dailycast PWTorch Dailycast Pro Wrestling Torch Influencer Confidential Influencer Confidential Sidewalker Daily The EarthWorks Podcast The EarthWorks Podcast EarthWorks Podcast Answers Podcast Answers Lehman Creations LLC Bloomberg News Now Bloomberg News Now Samejo Flash Stock Reports (Video) Flash Stock Reports (Video) Flash by StockSentinel.AI Radio 1370AM Peligrosa.mx Tlax/Pue Radio 1370AM Peligrosa.mx Tlax/Pue grupo informativo 1370AM sa de cv Fox Business Hourly Report Fox Business Hourly Report FOX News Podcasts Truth with GSW Truth with GSW Gbenga Samuel Wemimo (GSW) Closing Market Report Closing Market Report Todd E. Gleason Empowerment with Elizabeth Empowerment with Elizabeth Elizabeth Swindell Across The Bar Podcast Across The Bar Podcast Laura Brounstein & Peter Rahbar Markets Outlook Markets Outlook CoinDesk Self Publishing School: How To Write A Book That Grows Your Impact, Income, And Business Self Publishing School: How To Write A Book That Grows Your Impact, Income, And Business Chandler Bolt, Founder of selfpublishing.com This Morning With Gordon Deal This Morning With Gordon Deal Compass Media Networks Add To Cart: Australia’s eCommerce Show Add To Cart: Australia’s eCommerce Show Nathan Bush Finanz-Szene - der Podcast Finanz-Szene - der Podcast Christian Kirchner, Heinz-Roger Dohms KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air The Good Builder Podcast The Good Builder Podcast The Good Builder The Layover The Layover LOST iN Achievers Therapy Achievers Therapy Kingsley Nwaekwe Between Two Chairs - Demystifying Commercial Real Estate Between Two Chairs - Demystifying Commercial Real Estate Fernando Arencibia, Jr. and Jennifer Wollmann DarrenDaily On-Demand DarrenDaily On-Demand Darren Hardy LLC Wealthy Woman Lawyer Podcast, Helping you create a profitable, sustainable law firm you love Wealthy Woman Lawyer Podcast, Helping you create a profitable, sustainable law firm you love Davina Frederick Global Market Insights - Forex, Futures, Stocks Global Market Insights - Forex, Futures, Stocks XM.com
The Diamond Podcast for Financial Advisors

Business

The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between – Part 2 – Best of Replay

July 02, 2026 4:00am 49 min

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 tho...

Build, Grow & Transact: Americana’s $12B Path from Breakaway to Enterprise

June 25, 2026 4:00am 51 min

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, a...

From “Overservicing” Clients to Building a $1B RIA: A Merrill Breakaway Story

June 18, 2026 4:00am 35 min

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....

Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen

June 11, 2026 4:00am 58 min

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 dependenc...

True Alignment: Advising business owners on Wealth, Significance, and Value

June 04, 2026 4:00am 49 min

With Nick Hubert and Taylor Gentry—Founding Partners, Panoramic Capital Partners Jason Diamond speaks with Nick Hubert and Taylor Gentry of Panoramic Capital Partners about helping business owners align personal signific...

The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between – Best of Replay

May 28, 2026 4:00am 46 min

A Special Industry Update with Jason Diamond and Mindy Diamond A replay of part one of a two-part series, Jason and Mindy Diamond unpack the real advisor transition playbook—from due diligence and culture fit to portabil...

Why AI Matters Now: Filling the Estate Planning Gap with Wealth.com

May 21, 2026 4:00am 46 min

With Rafael Loureiro, Co-Founder & Chief Executive Officer, Wealth.com Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process. In Summary Estate pla...

Short-Term Hard, Long-Term Easy: Ex-Edward Jones Advisor on Building Beyond $1B

May 14, 2026 4:00am 43 min

With Ricky Smith—Founder & Managing Partner, Inspired Wealth Planning Overview Jason Diamond speaks with Ricky Smith of Inspired Wealth Planning about leaving Edward Jones after 30 years, evaluating 12 firms, and buildin...

A President’s Perspective: Inside an $8B Boutique Firm’s Evolution

May 07, 2026 4:00am 37 min

With Leah Sciabarrasi—President/Managing Partner, Wealth Advisor, Crestwood Advisors Overview Jason Diamond speaks with Leah Sciabarrasi of Crestwood Advisors on building an $8B firm from inception, including how her rol...

The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between – Part 2

April 30, 2026 4:00am 49 min

A Special Industry Update, With Jason Diamond and Mindy Diamond Overview Jason and Mindy Diamond revisit the transition playbook, this time focused on how advisor priorities are shifting. From AI and enterprise value to ...

From Serving Entrepreneurs to Becoming One: A $2B UBS Breakaway Story

April 23, 2026 4:00am 55 min

With Ben Domingue, Founder & Managing Partner of Family Office Partners Overview Louis Diamond speaks with Ben Domingue, Founder of Family Office Partners, on his move from UBS PWM to independence—why control became esse...

Next Gen Success: A Masterclass in Building Trust and Credibility in a $7B Multi-Family Office

April 16, 2026 4:00am 47 min

With Wen Nottebohm—Managing Director, Wealth Advisor at Cresset Overview Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility amo...

From the Ground Up: How to Create a $2.4B Content Growth Engine

April 09, 2026 4:00am 50 min

With James Conole—Founder, Root Financial Overview James Conole built Root Financial from zero to ~$2.4B in just 8 years. Louis Diamond speaks with him about how he grew the firm through content and inbound demand rather...

Entrepreneur, Advisor, and Conductor: Orchestrating Success After Edward Jones

April 02, 2026 4:00am 44 min

With Ryan Guth, Founder, Goldfin Group Overview Jason Diamond speaks with Ryan Guth, Founder of Goldfin Group, on moving beyond Edward Jones to build a business defined by control, differentiation, and entrepreneurial al...

The Annual Report on Recruiting, Deals, and Transitions

March 26, 2026 4:00am 47 min

With Jason Diamond and Louis Diamond Overview A companion to our annual Advisor Transition Report, Jason Diamond and Louis Diamond unpack what’s driving advisor movement in 2025, and what the data reveals about control, ...

When Success Isn’t Enough: Merrill Breakaways Make the Case for Independence

March 19, 2026 4:00am 48 min

With Todd Stankiewicz, President & CIO, and Joe Castiglie, COO & CIO – SYKON Capital Overview Todd Stankiewicz and Joe Castiglie of SYKON Capital join Jason Diamond to discuss redefining success after Merrill, launching ...

Edward Jones to Independence: A $1.7B Post-Litigation Comeback Story

March 12, 2026 4:00am 55 min

With Dylan Ripley & Todd Vincent – Managing Partners and Financial Planners, Cedarwood Financial Partners Overview Todd Vincent and Dylan Ripley join Mindy Diamond to share the reality of leaving Edward Jones, defending ...

Private Equity, Scale, and Strategy: Inside Kestra with Its CEO, President, and Private Equity Partner

March 05, 2026 4:00am 55 min

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 A...

The Elevation of Independence: Jim Dickson on Building Real Enterprise Value

February 26, 2026 4:00am 48 min

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 ...

Why So Many Successful Advisors Feel Stuck

February 19, 2026 4:00am 46 min

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 e...

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