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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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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.
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Uncensored Money

Melissa Browne: Ex-accountant, Ex-Financial Advisor & Ex-Working till I dro

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Join me, Melissa Browne, ex-financial advisor, ex-accountant, ex-working till I drop. Now serial entrepreneur, best selling author and financial educator as I talk all things money. Why a podcast about money? That's because as women we're choosing not to talk about it and when it comes to dealing with money - we’re kind of sucking at it. There is a wage gap that exists not simply in the corporate world but in the world of small and medium business owners where women should be on par with men ...
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That Wall Street Guy

Auscast Business

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Ex-Wall Street advisor, on a mission to help young people win back their financial power, wealth, and security. Understand the hidden world of finance, risk, and investments, figure out how it impacts them and seize opportunities to make it work to your advantage.
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Welcome to "The Priyanka Shinde Podcast" your ultimate destination for insightful conversations and expert advice on mastering strategy, execution and leadership. Join Priyanka Shinde, author of Art of Strategic Execution, as she uncovers how leaders within organizations tap into 'founder mode'—driving innovation, ownership, and execution to lead like entrepreneurs within their companies. This podcast is designed for business leaders, entrepreneurs, and professionals who are looking to sharp ...
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If you’re a Police Officer, Law Enforcement Officer or support staff, serving or retired or considering leaving the Police, then this is for you! Every episode, I’ll bring you interviews with subject matter experts like CV writers, recruiters, business and mindset coaches, senior executives and more plus interviews with officers who have successfully transitioned to new roles. We’ll discuss why and how they did it, their fears, how they overcame them, lessons learned and what life is like ou ...
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Live To Grind

Brandon T. Adams

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Brandon T. Adams is the co-host and one of two executive producers of Ambitious Adventures, a reality television program focused on the compelling stories of young entrepreneurs. In addition to his television work, Brandon is an entrepreneur through and through, owning a stake in a number of businesses including the Young Entrepreneur Convention, Keys to the Crowd, Arctic Stick, and an ice distributorship that serves three states. Brandon has been the financial advisor for a number of high p ...
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With Glenn Israel, CEO & Founder, GFI Wealth Partners Overview Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independ…
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In this exciting episode of the Priyanka Shinde Podcast, we’re joined by Ravi Mehta—a visionary product leader, advisor, and entrepreneur who has shaped some of the world’s most iconic consumer tech products. With leadership roles at companies like Tinder, Facebook, TripAdvisor, and Xbox, Ravi brings decades of experience building products that mil…
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With Trent Leyda, Managing Director and Chief Investment Officer and Kay Campione, Executive Director and Senior Portfolio Manager at SpirePoint Private Client Overview Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust …
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In this special episode of the Priyanka Shinde Podcast, we’re joined by Annie Tsai — a dynamic leader, early-stage investor, and Chief Operating Officer at Interact, a platform where over 450 million people have engaged through interactive quizzes. https://www.tryinteract.com/ With over 20 years of experience across four continents, Annie has built…
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With Mindy Diamond & Jason Diamond Overview A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expres…
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This season we’re diving into the hot topics and issues that we think you need to know about when it comes to your money. Today we're talking money and hormones. While we've talked in previous episodes about perimenopause, menopause and money - today we're diving into money and hormones, for those still menstruating. It’s about leaning into what we…
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In this special episode of The Priyanka Shinde Podcast, we’re joined by Suvrat Joshi — a visionary Product Leader with over 15 years of experience driving innovation across some of the most complex and impactful domains in tech. With a stellar track record across B2B, B2C, SaaS/PaaS, and cloud platforms, Suvrat has led product strategy and executio…
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With Shaun Hauser – Founder & CEO, Wellington-Altus Private Wealth Inc. Overview Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth. Listen…
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This season we’re diving into the hot topics and issues that we think you need to know about when it comes to your money. Today, we're talking unconscious biases when it comes to money. The episode is the result of reactions to an article Mel wrote for a publication that a very lovely gentleman described as a 'moronic analysic' as it dove into the …
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In this special episode of the Priyanka Shinde Podcast, we’re joined by Pankaj Kedia — a globally recognized AI thought leader, investor, educator, and tech visionary shaping the future of artificial intelligence. With a powerful track record of 150+ investments, 15 funds, and 10 exits, Pankaj brings decades of experience as an executive at Intel a…
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In this special episode of the Priyanka Shinde Podcast, we’re joined by Bernard Yee — a pioneering force in the world of immersive entertainment and cutting-edge gaming innovation. Bernard is the CEO and Co-founder of Windup Minds, and a former leader at Meta/Oculus, PopCap, Bungie, and Harmonix, where he played pivotal roles in shaping the future …
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With Michael Kitces, Industry Thought Leader from Kitces.com Overview The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more. Listen in… > Download a transcript o…
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Today I'm speaking with Abi and Louise from Protective Care Group. Protective Care Group (PCG) was founded from lived experience and a genuine passion to give robust, consistent and therapeutic care to young people across the UK who are extremely complex and display challenging behaviours. These behaviours are vast, but often include aggression, se…
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In this special episode of the Priyanka Shinde Podcast, we’re joined by Donna Griffit—a globally renowned Corporate Storyteller and Pitch Alchemist who has helped over 1,000 startups, Fortune 500 companies, and venture capitalists craft compelling narratives that win deals and drive success. With 20+ years of experience across 30+ countries, Donna …
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With Steven Jarvis—CEO and Head CPA Retirement Tax Services Overview Steven Jarvis, the founder and CEO of Retirement Tax Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more. Listen in… > Download a transcript of this episode… NOTE: The views a…
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This season we’re diving into the hot topics and issues that we think you need to know about when it comes to your money. Today, Mel is talking about what is normal financially. Am I doing okay? It’s a question one of Mel’s friends asked her recently, and it’s one she hears a lot. What they’re asking when they say that is: How am I compared to othe…
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With Louis Diamond Overview LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large. Listen in… > Download a transcript of this episode… NOTE: The views and opin…
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In this special episode of the Priyanka Shinde Podcast, we’re joined by Ali Dasdan—a visionary technology leader, global innovator, CTO at Dropbox and ex EVP & CTO of ZoomInfo. With a remarkable career spanning over two decades, Ali has led high-impact engineering and product teams at some of the world’s most influential tech companies. At ZoomInfo…
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With Scott Pinkerton – Senior Planner & Managing Partner, FourThought Private Wealth Overview Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a result of the change. Scott unpacks the difference between…
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This season we’re diving into the hot topics and issues that we think you need to know about when it comes to your money. Today, Mel is talking about ageism and money, because it’s a conversation that just isn’t affecting the blokes in the same way. Too often women are opting out of investing because they fear that they’re too old and that they’ve …
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In this special episode, we welcome Jonathan Shottan (Show-Tan)—a visionary leader shaping the future of fitness technology and digital wellness. In this episode, we dive into: The future of fitness tech and connected wellness How product and content strategy can drive growth Insights from leading at top-tier companies like Facebook and Pinterest L…
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With Jason Diamond & Louis Diamond Overview In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more. Listen in… > Download a transcript of this episode… NOTE: T…
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It’s a new season and we’re talking about your Financial Second Act and whatever form that may come in. Today, Mel talks about some of the scary headlines that have been appearing when it comes to share investing and money generally. From the R word – recession – in US markets, to crashes in the US market, global markets, and even in Australian mar…
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In this special episode of the Priyanka Shinde Podcast, we welcome Ryan Valles—Founder & CEO of Interview Kickstart, a pioneering platform that’s transforming how software engineers and AI professionals upskill and accelerate their careers. With over 25,000 alumni and 700+ instructors from top tech giants, Together Ryan and Soham Mehta (Founder and…
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A Special Industry Update with Louis Diamond & Jamie Campbell Overview A special episode designed for firms with their sights set on enhancing recruiting efforts and advisors looking to attract new team members, offering the steps to craft an effective Employer Value Proposition (EVP), with examples on usage and potential impact on hiring success a…
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In this special episode of Priyanka Shinde Podcast, we welcome Manlio Lo Conte—a visionary Product Leader, Advisor, and Coach with a proven track record in the tech industry. As a former Chief Product Officer at Zwift, Manlio has led groundbreaking innovations in the digital fitness space, shaping how millions engage with technology-driven fitness …
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It’s a new season and we’re heading back to the basics to help you reduce your financial overwhelm and start (or keep) doing money better. This week Mel and Lawsie are talking about a money topic we’re sure you’ve been itching for, all things insurance. Okay, okay, so it’s not the most exciting topic. BUT, having insurance when life happens gives y…
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Gideon Drucker shares a multi-generational growth story, evolving from the insurance world, to independent broker dealer HTK, and most recently, to fully independent as an RIA. Now CEO, Gideon shares insights on his own evolution from next gen to leader, the advantages of independence, and their transition.…
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It’s a new season and we’re heading back to the basics to help you reduce your financial overwhelm and start (or keep) doing money better. This week Mel and Lawsie talk everything business, side hustle, and hobby related. Starting a business, side hustle, or paying hobby is easier than ever, but if you’re going to do it, you may as well be as succe…
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It’s a new season and we’re heading back to the basics to help you reduce your financial overwhelm and start (or keep) doing money better. Today, Mel and Lawsie are talking investing. Whether it's investing in shares or in superannuation, chances are investing is something that feels confusing, like gambling, or something for future you to think ab…
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It’s a new season and we’re heading back to the basics to help you reduce your financial overwhelm and start (or keep) doing money better. Today Mel and Lawsie dive into all things property and home ownership in 2025. We know that so many people don't feel like they're really 'adulting' until they own their own home. Today, we're calling BS on that…
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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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It’s a new season and we’re heading back to the basics to help you reduce your financial overwhelm and start (or keep) doing money better. Today Lawsie & Mel are talking about all things debt from what to know, why you should get comfortable with it, and what you should focus on. Chances are, one of your new years resolutions is to get into, or out…
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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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It’s a new season and we’re heading back to the basics to help you reduce your financial overwhelm and start (or keep) doing money better. Today Lawsie & Mel are here to help put a little action in you, sharing things you can start right now with some quick wins and 101s. Chances are you (like us) are someone who loves a quick win, a dopamine hit, …
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Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4B in AUM to independence and building the business to $6B, including the motivations to make a change at this stage of his career, how they achieved such extraordinary growth in a short time, and much more.…
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It’s a new season and we’re heading back to the basics to help you reduce your financial overwhelm and start (or keep) doing money better. Today Lawsie & Mel as the question: have you ever asked the question – how much should I be saving? How much should I be investing? Just… how much? By the end of the episode you’re going to understand why these …
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It’s a new season and we’re heading back to the basics to help you reduce your financial overwhelm and start (or keep) doing money better. Today we’re talking about your money snapshot – where you are now and where you’re going. And no, we’re not going to tell you to go and start a budget – in fact we’re going to talk about why they don’t work. But…
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It’s a new season and we’re heading back to the basics to help you reduce your financial overwhelm and start (or keep) doing money better. Our question today is how do you remove the remove the fear out of money and to start (or for some of you, to continue) growing in confidence? Mel and Lawsie talk you through why women particularly feel fearful …
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Mike Quin, a former Market Manager at Wells Fargo, left the wirehouse world to launch DayMark Wealth Partners. Mike offers a candid perspective on his experience and how it motivated him and his team to build an independent firm that is focused on their clients, the strategies behind their extraordinary growth from $1B to $4B, and other valuable le…
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Steve Brennan, Managing Director and Head of Private Wealth Solutions from one of the leading private markets firms offers a unique perspective on the space, including how democratized access has helped foster growth beyond the wirehouses, the impact on an advisor’s business, innovations and trends, and much more.…
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