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The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors

By: Mindy Diamond Financial Advisor Recruiter and Consultant
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About this listen

 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. Career Success Economics Leadership Management & Leadership Personal Finance
Episodes
  • 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 mins
  • The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth

    The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth
    Dec 11 2025
    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.
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    52 mins
  • The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual

    The Anatomy of Scale: Building a $4B Enterprise Within Northwestern Mutual
    Dec 4 2025
    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.
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    52 mins
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