The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Latest Episodes

The Bigger Picture for Independent Advisors: How to Monetize Your Life’s Work in the Long-Term
February 15, 2018

While the freedom and flexibility of the independent space are attractive to many, its the long-term economic potential thats the real draw for entrepreneurial-minded financial advisors. Special guest and industry expert Louis Diamond shares the top way

What Non-Protocol Status Means for Those Considering Independence
February 06, 2018

How will the ability to go independent be impacted by an advisor's non-Protocol status? Sharron Ash, Chief Litigation Counsel at Hamburger Law Firm, joins Mindy Diamond on this special podcast episode that explores the answer to that question and many ...

Show Me the Money: How Independent Advisors Monetize in the Short-Term
February 01, 2018

While most financial advisors dream about the freedom, flexibility and control of independence, many dont make the move because of the perceived downside in the short-term economics. In this podcast, Mindy shares how there are now plenty of ways to monet

Fact vs. Fiction: The True Realities of Independence for Financial Advisors
January 18, 2018

As one of the relatively new models in the wealth management landscape, independence for financial advisors is often subject to headlines and hearsay. In this podcast episode, Mindy addresses some of the popular preconceived notions about independence,...

A View from the Top: An Interview with Breakaway Broker Matt Celenza
January 04, 2018

What drives a wirehouse advisor to make the leap to independence? And what happens once they get to the other side? Hear it first hand in this one-on-one interview with breakaway broker Matt Celenza. Join Mindy Diamond,

The RIA Space: Freedom and Flexibility Maximized
December 14, 2017

In this episode, Mindy explores the RIA space, for advisors with their sights set on the highest level of freedom and flexibility, plus the maximum ability to build long-term enterprise value. [podcast]

Exploring the Independent Broker Dealer Model
November 30, 2017

In this podcast, Mindy explores the Independent Broker Dealer or IBD model offers a mix of freedom and support for advisors who want flexibility but also to retain some of the "scaffolding" they're accustomed to.

How to Determine if You’ve Got the “Right Stuff” for Independence
November 14, 2017

After exploring the origins of independence in the first episode of this series on independence for financial advisors, in this episode Mindy Diamond walks advisors through a process to help them determine if the model is right for them.

Independence: How did we get here, and where are we going?
November 01, 2017

In the first episodeof herpodcaston independence, Mindy Diamond explores the origins of the space, the backstory of its explosive growth, and introduces key players behind the momentum. She discusses key trends to be aware of, why so many advisors find

RIAcast interview with Mindy Diamond
September 21, 2016

Mindy Diamond Featured in Podcast - Matt Baum interviews Mindy Diamond on his podcast series RIAcast.