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Mindy Diamond Financial Advisor Recruiter and Consultant

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.

The Diamond Podcast for Financial Advisors

Former Edward Jones advisor Steve Davis shares how he built a lean, focused independent firm with LPL and what freedom really means.

Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm

The CEO of Sanctuary Wealth shares how the firm doubled in size, redefining supportive independence and advisor growth in wealth management.

Sanctuary 2.0: How Adam Malamed Is Reframing Growth with Advisor Autonomy

A guide to advisor transitions: due diligence, culture, deals, client comms,and lessons from the $129B Merrill breakaway.

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

A $129B team left Merrill to launch OpenArc Corporate Advisory, the largest breakaway in industry history. In this special episode, Dynasty’s Shirl Penney joins Louis Diamond to share an inside perspective on why the deal is about more than scale, what drove the move, and how it signals a new era for independence and the industry at large.

The $129B Blockbuster Move: Shirl Penney on Why This Transition Marks a New Era for the Industry

Few advisors build a multi-billion-dollar RIA. John Krambeer has done it twice. In this candid conversation, the Validus Capital CEO reflects on his journey, how independence has evolved, and the hard-won lessons that guide him now.

Running It Back: What It Takes to Build a Multi-Billion-Dollar Firm—Twice

The CEO of Cetera Financial Group shares insights on independence, private equity, and balancing scale with service, plus what the future holds for advisors and firms.

Balancing Scale and Service: CEO Mike Durbin on Growth and Cetera’s Future

A special mid-year update with Jason and Louis Diamond on deals, transitions, and recruiting trends shaping 2025—and what advisors can expect in the months ahead.

2025 Mid-Year Report on Deals, Transitions, and Recruiting A Special Industry Update

Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business.

Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets

Ben Valore-Caplan, founder of Syntrinsic, shares how he built a $2.9B mission-driven RIA to serve foundations, endowments, and values-driven institutions, the evolution of impact & ESG investing, why he sold to IMA Financial Group, and more.

Doing Well by Doing Good: A UBS Breakaway on Building a $2.9B Mission-Driven Enterprise

Cary Carbonaro learned from her own experience that there was both a gap and an opportunity in attracting and retaining women clients and advisors. In this episode, Cary shares specific advice on what firms are doing wrong and how they can get it right.

Attracting, Advising, and Advancing Women: A Guide for Forward-Thinking Firms

Why would a $6B team choose to leave behind the safety of Morgan Stanley - not to mention two-thirds of their assets - to make the leap to independence? Breakaway Jason Fertitta explains how he and his team decided to make the leap, forming RIA Americana Partners, how their high-net worth clients reacted to the news, and much more.

From Ex-Morgan Stanley Advisor to One of the Biggest Breakaway Stories of 2019

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