The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and ConsultantMindy Diamond Financial Advisor Recruiter and Consultant
Release Date

All Episodes

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
When Success Isn’t Enough: Merrill Breakaways Make the Case for Independence

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 their own RIA, and how independence allowed them to combine ...  Show more

 . 48min 39sec
Edward Jones to Independence: A $1.7B Post-Litigation Comeback Story

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 a two-year lawsuit, and still nearly doubling their business ...  Show more

 . 55min 9sec
Private Equity, Scale, and Strategy: Inside Kestra with Its CEO, President, and Private Equity Partner

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 Amore (Kestra Financial), and Fayez Muhtadie (Stone Point Cap ...  Show more

 . 55min 26sec
The Elevation of Independence: Jim Dickson on Building Real Enterprise Value

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 capital, data strategy, and scalable, durable advisory firms ...  Show more

 . 48min 27sec