Best Mindy Diamond Financial Advisor Recruiter Podcasts (2025)

1
Attracting, Advising, and Advancing Women: A Guide for Forward-Thinking Firms 51:18

4d ago51:18

51:18

With Cary Carbonaro, Managing Wealth Advisor and Women & Wealth Ambassador at Ashton Thomas Overview 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 ri…

1
Firms That Win in 2025: What Advisors Are Really Looking For 51:44

11d ago51:44

51:44

With Louis Diamond & Mindy Diamond Overview With advisor expectations evolving, not all “good firms” are winning the talent. Mindy and Louis Diamond share what today’s top advisors really value—and why some firms are standing out while others fall short. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by t…

1
When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence 38:12

18d ago38:12

38:12

With Brian Pultman – Founder and CEO, Correct Capital Wealth Management Overview Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in aligning his values while building $1B+ Correct Capital Wealth Management…

1
Limitless Growth: Building the Business You Want and the Life to Match 1:08:22

25d ago1:08:22

1:08:22

With Stephanie Bogan – Founder, Limitless Advisor Overview Stephanie Bogan, founder of Limitless Advisor, offers a glimpse into the advice and perspective she shares with advisors and business leaders in the wealth management world, focusing on mindset and methods, and their relationship to achieving one’s best business life. Listen in… > Download …

1
Growth from Practice to Enterprise The Evolution of an Ex-Wirehouse Advisor’s $3B Business 47:02

1M ago47:02

47:02

With Joel Guth Founder and CEO, Gryphon Financial Partners Overview Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners. He shares how that transition allows them to create a $3B firm designed around turning client problems…

1
The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution 52:03

1M ago52:03

52:03

With Tony Parr, Founding Partner of The Parr McKnight Wealth Management Group Overview Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA. Listen in… > Download a tran…

1
The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update 38:24

2M ago38:24

38:24

With Jason Diamond & Louis Diamond Overview A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by…

1
Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management 51:25

2M ago51:25

51:25

With Doug Fritz – Co-Founder and Executive Chairman, F2 Strateg Overview The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key e…

1
The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter 54:30

2M ago54:30

54:30

With Ted Jenkin – Co-Founder, JPTD Partners Overview What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now. Listen in… > Download a transcript of t…

1
From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space 37:04

2M ago37:04

37:04

With Brett Oley and Ryan Kinser, Co-Founders and Managing Partners — Oley Kinser Concierge Wealth Overview Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker deale…

1
Who’s in Control: The Advisor or The Firm? A Special Industry Update 29:38

3M ago29:38

29:38

The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impact of mergers and acquisitions, new mandates, heightened vulnerability, and more.

1
Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition” 1:01:45

3M ago1:01:45

1:01:45

John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners, is carving a new path for those seeking a firm with a greater focus on the advisor.

1
What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies 51:14

3M ago51:14

51:14

In an episode that serves as a free coaching session on the key techniques that the most successful advisors use to build and grow their practices, Dave shares proven strategies honed from his tenure at Merrill, his three bestselling books, and his advisor coaching practice.

1
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office 50:42

3M ago50:42

50:42

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 with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm.

1
If You Build It, Will They Buy It? A Special Industry Update on M&A 43:30

4M ago43:30

43:30

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.

1
The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus 54:01

4M ago54:01

54:01

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.

1
The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence 38:32

4M ago38:32

38:32

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 independence, and more.…

1
Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency 1:20:05

4M ago1:20:05

1:20:05

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.

1
“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business 49:13

5M ago49:13

49:13

Steven Jarvis, the founder and CEO of Tax Retirement 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.

1
LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry

5M ago

—

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.

1
The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story 56:40

5M ago56:40

56:40

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 the models, shares why he opted to sell equity to Focus Financial, and more.…

1
The Annual Update on Advisor Transitions and Deals: 2024 Edition 47:21

5M ago47:21

47:21

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.

1
Crafting the Perfect Employer Value Proposition: The Key to Attracting and Retaining Top Talent 49:18

5M ago49:18

49:18

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 and retention.

1
Up Close with Rich Steinmeier: LPL’s CEO on the Transformation of a $1.8T Company 1:02:28

5M ago1:02:28

1:02:28

Rich Steinmeier offers a candid perspective of LPL’s journey and how the founding core principles remain a pillar of the business today, even as evolutionary changes have made it one of the hottest firms in the industry.

1
Beyond the Broker Dealer: Next Gen Sheds Light on Their Evolution to RIA 54:25

6M ago54:25

54:25

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.…

1
Friends & Fiduciaries: College Roommates Leave Their Series 7s Behind to Build an Independent Business 50:58

6M ago50:58

50:58

Chris Griffith and Henry Wheelwright, rising stars in the wirehouse world, share their growth story and motivations to leave Morgan Stanley and launch their own independent firm on the Goldman Sachs custody platform.

1
The Lifecycle of a Billion Dollar Business: Build at a Broker Dealer, Grow as an RIA, then Sell 50:02

6M ago50:02

50:02

Bryan Sweet of Sweet Financial Partners shares the ultimate independent business growth story, starting with 32 years under the Raymond James BD umbrella, then as an RIA, and most recently selling to Carson Wealth.

1
What’s on the Minds of Elite Advisors and Teams? A Special Industry Update 35:30

6M ago35:30

35:30

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.

1
Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business 53:36

7M ago53:36

53:36

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.

1
Focus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution 1:10:09

7M ago1:10:09

1:10:09

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.

1
Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients 48:55

7M ago48:55

48:55

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.…

1
The Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great 31:50

7M ago31:50

31:50

A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more.

1
The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster 54:34

8M ago54:34

54:34

A free session on accelerating growth via marketing with one of the leading firms in the wealth management industry. They offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and much more.

1
An Advisor’s Guide to 2025: The Impact of 2024 on the New Year 32:51

8M ago32:51

32:51

Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025 including transitions, deals, comp, private equity, the wirehouse recruiting race, and more.

1
Building with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond 48:15

8M ago48:15

48:15

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…

1
No Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets 44:04

9M ago44:04

44:04

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.…

1
Rapid Reaction: UBS Comp Plan Changes and the Impact on Advisors 20:01

9M ago20:01

20:01

Louis Diamond offers a perspective for UBS advisors on the firm’s compensation plan changes announced on November 21. It’s an episode for advisors who are curious about the updates and how they can use this knowledge to make informed decisions.

1
How to Set Up Your Business to Maximize Enterprise Value 38:12

9M ago38:12

38:12

Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples.

1
Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond 54:35

9M ago54:35

54:35

Allan Boomer, the CIO of Momentum Advisors, shares his journey from a working-class background to an internship at Merrill and later landing at Goldman. In this episode, he discusses leaving Goldman to gain the ability to act as a true fiduciary in independence, the role of diversity as his “superpower,” his vision for a “100-year business,” his fo…

1
FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience 40:57

9M ago40:57

40:57

Susan McKenna, CEO of eMoney, explores the fintech firm’s evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney’s tools foster client conversations and enhance experiences, shares insights on the future, and more.

1
Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues 43:42

10M ago43:42

43:42

Dylan O’Shea offers a unique perspective from a growing advisor with a long runway who could have easily opted for a transition check but instead chose independence. He discusses why he joined Quorum Private Wealth, the value of their shared vision, infrastructure, and more.

1
Getting Unstuck: How to Change “What If” to “What Could Be” 53:40

10M ago53:40

53:40

Advisors often face the fear of the unknown, feeling dissatisfied but stuck in “what ifs.” Erin Rocchio, coach and Managing Partner at Evolution, joins Mindy Diamond to share strategies that help advisors break free of this inertia, acknowledge fear, and open their minds to transformational change.

1
Monetization vs. Independence: What’s the Best Path? A Special Industry Update 36:49

10M ago36:49

36:49

Many advisors are drawn to independence for the control and equity-building potential it offers, yet find themselves wondering if monetization in the short term might be the better way to go. Jason Diamond and Mindy Diamond provide insights and guidelines to help advisors navigate these choices with strategies to assess factors like growth, profita…

1
How Simplicity Leads to Impactful Growth: Carl Richards’ Advice for Advisors 48:29

10M ago48:29

48:29

Realizing common behavior gaps led Carl Richards to explore ways to simplify financial concepts and processes for clients. As a result, he’s become an industry thought leader who offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.…

1
The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life 55:18

11M ago55:18

55:18

Nate Harris recognized that the firm he first built his business at no longer aligned with what he deemed as his North Star. After extensive soul searching and due diligence, he decided to leave his team at Merrill and opted for the independent broker dealer model, which he felt would allow him to achieve all he desired and then some.…

1
The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years 51:22

11M ago51:22

51:22

Justin Berman shows that change is constant. After leaving Goldman Sachs in 2010 and growing his business from $1B to $5B in 10 years, he sought greater impact. He merged with Cresset Asset Management, boosting revenue from $17M to $27M in just 3 years.

1
Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses 56:20

11M ago56:20

56:20

Three Merrill breakaways offer unique perspectives on the process of considering change, life outside the wirehouse, and filling the gaps that one might experience when leaving a big brand name behind to become an independent business owner.

1
Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision 31:10

11M ago31:10

31:10

Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives.

1
What You Need to Know About Marketing Your Wealth Management Business: Tips from a CMO 45:27

12M ago45:27

45:27

Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition, and more for employees of an established firm or someone just launching a new independent entity.

1
Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B 50:40

12M ago50:40

50:40

The “affiliation channel slide” has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted in tremendous growth opportunities.

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Mindy Diamond Financial Advisor Recruiter Podcasts

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