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Hosted by Unknown Host · 🇺🇸 US · EN-US · 300 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts The Diamond Podcast for Financial Advisors, a business show with 300 episodes published.
With James Woodfall, Communication and Behavior Specialist, Raise Your EI As AI makes expertise more accessible, what becomes an advisor’s true advantage? EI expert James Woodfall explains why authentic human connection
Jason Fertitta – CEO & Partner, Americana Partners Jason Fertitta shares how Americana Partners grew from a $2.6B breakaway team to a $13B+ enterprise by focusing on ownership, enterprise value, strategic acqui
With the Co-Authors of The Greater Game and Dan Sullivan of Strategic Coach and John Bowen of CEG Insights Louis Diamond speaks with Dan Sullivan of Strategic Coach® and John Bowen of CEG Insights about founder dependenc
With Nick Hubert and Taylor Gentry—Founding Partners, Panoramic Capital Partners Jason Diamond speaks with Nick Hubert and Taylor Gentry of Panoramic Capital Partners about helping business owners align personal signific
A Special Industry Update with Jason Diamond and Mindy Diamond A replay of part one of a two-part series, Jason and Mindy Diamond unpack the real advisor transition playbook—from due diligence and culture fit to portabil
With Rafael Loureiro, Co-Founder & Chief Executive Officer, Wealth.com Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process. In Summary Estate pla
With Ricky Smith—Founder & Managing Partner, Inspired Wealth Planning Overview Jason Diamond speaks with Ricky Smith of Inspired Wealth Planning about leaving Edward Jones after 30 years, evaluating 12 firms, and buildin
With Leah Sciabarrasi—President/Managing Partner, Wealth Advisor, Crestwood Advisors Overview Jason Diamond speaks with Leah Sciabarrasi of Crestwood Advisors on building an $8B firm from inception, including how her rol
A Special Industry Update, With Jason Diamond and Mindy Diamond Overview Jason and Mindy Diamond revisit the transition playbook, this time focused on how advisor priorities are shifting. From AI and enterprise value to
With Ben Domingue, Founder & Managing Partner of Family Office Partners Overview Louis Diamond speaks with Ben Domingue, Founder of Family Office Partners, on his move from UBS PWM to independence—why control became esse
With Wen Nottebohm—Managing Director, Wealth Advisor at Cresset Overview Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility amo
With James Conole—Founder, Root Financial Overview James Conole built Root Financial from zero to ~$2.4B in just 8 years. Louis Diamond speaks with him about how he grew the firm through content and inbound demand rather
With Ryan Guth, Founder, Goldfin Group Overview Jason Diamond speaks with Ryan Guth, Founder of Goldfin Group, on moving beyond Edward Jones to build a business defined by control, differentiation, and entrepreneurial al
With Jason Diamond and Louis Diamond Overview A companion to our annual Advisor Transition Report, Jason Diamond and Louis Diamond unpack what’s driving advisor movement in 2025, and what the data reveals about control,
With Todd Stankiewicz, President & CIO, and Joe Castiglie, COO & CIO – SYKON Capital Overview Todd Stankiewicz and Joe Castiglie of SYKON Capital join Jason Diamond to discuss redefining success after Merrill, launching
With Dylan Ripley & Todd Vincent – Managing Partners and Financial Planners, Cedarwood Financial Partners Overview Todd Vincent and Dylan Ripley join Mindy Diamond to share the reality of leaving Edward Jones, defending
With James Poer, CEO Kestra Holdings, John Amore, President Kestra Financial and Fayez Muhtadie, Co-Head of Private Equity at Stone Point Capital Overview Louis Diamond sits down with James Poer (Kestra Holdings), John A
With Jim Dickson — Founding Partner and CEO, Elevation Point Overview Louis Diamond speaks with the founder and CEO of Elevation Point about building a next-generation independent platform focused on ownership, minority
With Louis Diamond and Mindy Diamond Overview They’ve built thriving businesses. Strong production. Loyal clients. Growing teams. So why do so many successful advisors quietly wonder, “Why doesn’t this feel as good as I
With Joe Duran – Managing Partner, Rise Growth Partners Overview He’s built and rebuilt some of the industry’s most successful firms and now he’s helping others do the same. In this episode, Joe Duran, the founder of Ris
Dan Sullivan
Director of Journey Management · Arkansas State Senate
1 appearance on this show
John Bowen
Professor · University of York
1 appearance on this show
Jason Diamond
Author, Rolling Stone Sports Editor · Diamond Consultants
6 appearances on this show
Ricky Smith
Founder & Managing Partner · Random Acts of Kindness Everywhere
1 appearance on this show
Jim Dickson
Senior Consultant and Executive Coach · Sanctuary Wealth
1 appearance on this show
Jason Wenk
Founder and CEO, Altruist · Altruist
1 appearance on this show
Sam Anderson
Chief Capital Officer and Co-Head of Dynasty Investment Bank · Dynasty Financial Partners LLC
1 appearance on this show
Eden Ovadia
Co-Founder and CEO · FINNY
1 appearance on this show
Steve Davis
Vice President for Forensics and Education · Reagan Mass Transit District
1 appearance on this show
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The Diamond Podcast for Financial Advisors is hosted by Unknown Host. The show is categorised under business (careers) and has published 300 episodes.
The Diamond Podcast for Financial Advisors has published 300 episodes.
The Diamond Podcast for Financial Advisors regularly covers business, careers, investing. It sits in the business category, with a careers focus.
The Diamond Podcast for Financial Advisors is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Diamond Podcast for Financial Advisors hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Diamond Podcast for Financial Advisors average 50 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Diamond Podcast for Financial Advisors's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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