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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

After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform purpose-built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like for elite advisors.

From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth

Alex Markowitz, a former Merrill advisor, shares how independence gave him freedom to build a firm defined by empathy, collaboration, and a “financial physician” approach to client care.

A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth

As TROs and lawsuits make headlines, two top attorneys who specialize in transitions share how advisors can minimize risk, protect client relationships, and make a clean move with confidence.

How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition

Having built and sold two world-class firms, the founder of Rise Growth Partners shares lessons on leadership, innovation, and how growth requires constant reinvention.

Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms

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

Louis Diamond and Jason Diamond discuss the findings of the latest Financial Advisor Transition Report for 2022, featuring data on financial advisor movement, transition deals, and case studies.

Advisor Transition Report: An Update on Advisor Movement Over the Course of 2022

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