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Mindy Diamond Financial Advisor Recruiter and Consultant

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.

The Diamond Podcast for Financial Advisors

2025 quietly reset expectations around growth, capital, and scale. In this Industry Update, we examine what last year set in motion and how advisors can position their businesses for what comes next in 2026.

An Advisor’s Guide to 2026: What 2025 Set in Motion and What Comes Next

Advisors are now weighing options once reserved for institutional executives. This conversation examines how a collaborative initiative between Diamond Consultants and Dynasty Investment Bank delivers objective, investment-banking-level analysis to help advisors evaluate value, control, and long-term outcomes with clarity.

Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing

Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience.

Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity

FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management.

The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth

Park Avenue Capital CEO Pete Tiboris shares how he and his partners built a $4B enterprise inside Northwestern Mutual through intentional design, a pod-based advisor structure, a culture built on fit and alignment, and an unwavering focus on the client experience.

The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual

In this replay of an engaging live webinar, four advisors who left Merrill, UBS, Wells, and Morgan Stanley share what tipped the scale, what surprised them, and what they wish they’d known before making a move.

The Transition Roundtable: Merrill, UBS, Wells, and Morgan Advisors Reflect on Their Paths

After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform purpose-built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like for elite advisors.

From Merrill to Rockefeller: A Journey of Exclusive Access and Extraordinary Growth

Alex Markowitz, a former Merrill advisor, shares how independence gave him freedom to build a firm defined by empathy, collaboration, and a “financial physician” approach to client care.

A Prescription for Independence: A Merrill Breakaway’s “Financial Physician” Approach to Client Care and Growth

As TROs and lawsuits make headlines, two top attorneys who specialize in transitions share how advisors can minimize risk, protect client relationships, and make a clean move with confidence.

How to Avoid the Dreaded TRO: Legal Strategies for Advisors in Transition

Having built and sold two world-class firms, the founder of Rise Growth Partners shares lessons on leadership, innovation, and how growth requires constant reinvention.

Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class Firms

Paul Saganey’s 2016 decision to leave Lincoln Financial, build a multi-custodial hybrid RIA with LPL Financial and develop a CPA referral network has propelled the firm from $3.5B to $12B in 5 years. He shares how they achieved such growth and more.

How CPA Referrals Drove a Former Lincoln Financial Independent Group to $12B in Just 5 Years

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