The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

Release Date

All Episodes

From Serving Entrepreneurs to Becoming One: A $2B UBS Breakaway Story

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 essential, and how building his own firm reshaped how he serves ... Show more

. 55min 1sec

Next Gen Success: A Masterclass in Building Trust and Credibility in a $7B Multi-Family Office

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 among UHNW clients, the value of mentors, the influence of AI, ... Show more

. 47min 40sec

From the Ground Up: How to Create a $2.4B Content Growth Engine

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 than traditional business development, and how Root approac ... Show more

. 50min 41sec

Entrepreneur, Advisor, and Conductor: Orchestrating Success After Edward Jones

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 alignment. It’s a thoughtful conversation about independence, ... Show more

. 44min 22sec

The Annual Report on Recruiting, Deals, and Transitions

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, growth, and where the industry is heading. Listen in… > Down ... Show more

. 47min 55sec