The Diamond Podcast for Financial Advisors Podcast Por Mindy Diamond Financial Advisor Recruiter and Consultant arte de portada

The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors

De: 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.©2024 Diamond Consultants, Inc. All rights reserved. Economía Exito Profesional Finanzas Personales Gestión y Liderazgo Liderazgo
Episodios
  • An Advisor’s Guide to 2026: What 2025 Set in Motion and What Comes Next

    An Advisor’s Guide to 2026: What 2025 Set in Motion and What Comes Next
    Jan 8 2026
    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.
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    46 m
  • Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing

    Bringing Investment Banking to Advisors: How Elite Teams Get the Clarity They’ve Been Missing
    Dec 30 2025
    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.
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    59 m
  • Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity

    Beyond Goldman: How a $4.4B Firm Scaled Without Shortcuts or Private Equity
    Dec 18 2025
    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.
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    45 m
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