The Diamond Podcast for Financial Advisors

By: Mindy Diamond Financial Advisor Recruiter and Consultant
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  • Summary

  • 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.
    ©2024 Diamond Consultants, Inc. All rights reserved.
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Career Success Economics Leadership Personal Finance
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Episodes
  • What’s on the Minds of Elite Advisors and Teams? A Special Industry Update

    What’s on the Minds of Elite Advisors and Teams? A Special Industry Update
    Feb 6 2025
    What drives the industry’s top advisors and teams? This special episode with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.
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    36 mins
  • Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business

    Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business
    Jan 30 2025
    Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, sharing a perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.
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    54 mins
  • Focus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution

    Focus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution
    Jan 23 2025
    Michael Nathanson shares his vision for Focus, offering a unique insider’s perspective on the firm’s evolution and differentiators, and how that plays into the future of independence. Plus, he offers thoughts on his own transition to CEO and advice for advisors and business leaders.
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    1 hr and 10 mins

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