Best Mindy Diamond Financial Advisor Recruiter Podcasts (2025)

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Ep 7 - From Transactions to Transformation: A Pioneer’s Journey in Financial Advisor Recruiting with Mindy Diamond 29:41

15d ago29:41

29:41

What’s driving today’s top financial advisors to break away from big firms and go independent? And how can AI change the game without replacing the human element? In this episode, Jonathan sits down with industry powerhouse Mindy Diamond—founder & CEO of Diamond Consultants, and a pioneer in wealth management recruiting—for a deep dive into the evo…

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If You Build It, Will They Buy It? A Special Industry Update on M&A 43:30

6d ago43:30

43:30

With Mindy Diamond & Jason Diamond Overview A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expres…

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The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus 54:01

13d ago54:01

54:01

With Shaun Hauser – Founder & CEO, Wellington-Altus Private Wealth Inc. Overview Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth. Listen…

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The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence 38:32

20d ago38:32

38:32

With Glenn Israel, CEO & Founder, GFI Wealth Partners Overview Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independ…

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Fix It Friday - Rich Yet Reckless: The Surprising Investment Missteps of the Ultra Wealthy 11:36

26d ago11:36

11:36

Welcome to another insightful episode of Fix-It Fridays, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan discusses the common investing be…

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Michael Kitces on the Secrets to Accelerating Growth and Maximizing Efficiency 1:20:05

27d ago1:20:05

1:20:05

With Michael Kitces, Industry Thought Leader from Kitces.com Overview The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more. Listen in… > Download a transcript o…

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“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business 49:13

1M ago49:13

49:13

With Steven Jarvis—CEO and Head CPA Retirement Tax Services Overview Steven Jarvis, the founder and CEO of Retirement Tax Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more. Listen in… > Download a transcript of this episode… NOTE: The views a…

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LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry

1M ago

—

With Louis Diamond Overview LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large. Listen in… > Download a transcript of this episode… NOTE: The views and opin…

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Fix It Friday - Beyond Bear Markets and Recessions: Learn the Two Biggest Risks to Investor Wealth 12:30

1M ago12:30

12:30

Welcome to another insightful episode of Fix-It Fridays, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth, each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan tackles the two biggest threats t…

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The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story 56:40

1M ago56:40

56:40

With Scott Pinkerton – Senior Planner & Managing Partner, FourThought Private Wealth Overview Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a result of the change. Scott unpacks the difference between…

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The Annual Update on Advisor Transitions and Deals: 2024 Edition 47:21

2M ago47:21

47:21

With Jason Diamond & Louis Diamond Overview In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more. Listen in… > Download a transcript of this episode… NOTE: T…

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Ep 6 - How to Succeed in Volatile Markets: Things Most Won’t Hear From Big Brokerage Firms, Investment Banks and Financial Media (CNBC) 32:34

2M ago32:34

32:34

Welcome to another insightful episode of the Crazy Wealthy Podcast hosted by Jonathan Blau, CEO of Fusion Family Wealth. In this episode, Jonathan addresses investor concerns about market volatility, offering insights and strategies to maintain a rational perspective during uncertain times. He also guides listeners through understanding market fluc…

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Crafting the Perfect Employer Value Proposition: The Key to Attracting and Retaining Top Talent 49:18

2M ago49:18

49:18

A Special Industry Update with Louis Diamond & Jamie Campbell Overview A special episode designed for firms with their sights set on enhancing recruiting efforts and advisors looking to attract new team members, offering the steps to craft an effective Employer Value Proposition (EVP), with examples on usage and potential impact on hiring success a…

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Up Close with Rich Steinmeier: LPL’s CEO on the Transformation of a $1.8T Company 1:02:28

2M ago1:02:28

1:02:28

With Rich Steinmeier – CEO, LPL Financial Overview Rich Steinmeier offers a candid perspective of LPL’s journey and how the founding core principles remain a pillar of the business today, even as evolutionary changes have made it one of the hottest firms in the industry. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and…

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Ep 5 - Prioritizing Purpose Over Profit for Success: NY State Assemblyman Steve Stern’s Journey from Childhood to Advocate for Veterans, Elders and the Long Island Community 38:58

2M ago38:58

38:58

In this episode, Jonathan sits down with New York State Assemblyman Steve Stern, who is proud to serve his fourth term representing the 10th Assembly District. Since his election in 2018, Assemblyman Stern has championed critical legislation to safeguard groundwater, support veterans, protect children’s health, and combat the opioid epidemic. Toget…

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Beyond the Broker Dealer: Next Gen Sheds Light on Their Evolution to RIA 54:25

2M ago54:25

54:25

Gideon Drucker shares a multi-generational growth story, evolving from the insurance world, to independent broker dealer HTK, and most recently, to fully independent as an RIA. Now CEO, Gideon shares insights on his own evolution from next gen to leader, the advantages of independence, and their transition.…

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Fix It Friday - The S&P 500, Performance Chasing and the Dangers of Outcome Bias 15:56

3M ago15:56

15:56

Welcome to Fix It Fridays on the Crazy Wealthy Podcast with Jonathan Blau, CEO of Fusion Family Wealth. In these quick episodes, Jonathan unpacks common financial missteps and the behavioral biases that often trip up even the savviest investors. Today's episode dives deep into the dangers of “Performance Chasing.” He'll explore the importance of pr…

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Friends & Fiduciaries: College Roommates Leave Their Series 7s Behind to Build an Independent Business 50:58

3M ago50:58

50:58

Chris Griffith and Henry Wheelwright, rising stars in the wirehouse world, share their growth story and motivations to leave Morgan Stanley and launch their own independent firm on the Goldman Sachs custody platform.

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The Lifecycle of a Billion Dollar Business: Build at a Broker Dealer, Grow as an RIA, then Sell 50:02

3M ago50:02

50:02

Bryan Sweet of Sweet Financial Partners shares the ultimate independent business growth story, starting with 32 years under the Raymond James BD umbrella, then as an RIA, and most recently selling to Carson Wealth.

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What’s on the Minds of Elite Advisors and Teams? A Special Industry Update 35:30

3M ago35:30

35:30

What drives the industry’s top advisors and teams? This special episode with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.

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Ep 4 - Financial and Life Survival Strategies with a Special Ops Veteran Chadwick Ford: Tactics for Overcoming Biases in Wealth and Warfare 53:46

3M ago53:46

53:46

In this episode, Jonathan sits down with Chadwick Ford, a special ops veteran and founder of Elysium Aero, to explore the striking parallels between military strategy and financial planning. Chad shares his distinguished military background and reveals how risk assessment, adaptability, and mission-focused discipline apply just as much to the battl…

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Fix It Friday - Beware Allowing the Illusion of Predictive Value to Influence Portfolio Decisions! 10:16

3M ago10:16

10:16

Welcome to Fusion Fix-It Fridays, the podcast that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth, each episode dives into common biases that impact our financial choices—and how to fix them. Today, Jonathan tackles the illusion of predictive value, a bias that leads us to ov…

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Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business 53:36

3M ago53:36

53:36

Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, sharing a perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.

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Focus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution 1:10:09

3M ago1:10:09

1:10:09

Michael Nathanson shares his vision for Focus, offering a unique insider’s perspective on the firm’s evolution and differentiators, and how that plays into the future of independence. Plus, he offers thoughts on his own transition to CEO and advice for advisors and business leaders.

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Fix It Friday - The Myth of The Risk of Stocks 17:47

4M ago17:47

17:47

Welcome to Fusion Fix-It Fridays, the podcast that simplifies financial strategies, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In today’s episode, Jonathan tackles “The Myth of the Risk of Stocks.” Drawing on over 30 years of experience, he challenges the common fear that investing in stocks jeopardizes retirement savings. Instead, Jonat…

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Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients 48:55

4M ago48:55

48:55

Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4B in AUM to independence and building the business to $6B, including the motivations to make a change at this stage of his career, how they achieved such extraordinary growth in a short time, and much more.…

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The Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great 31:50

4M ago31:50

31:50

A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more.

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Ep 3 - Resilience in Financial Adversity: Fred Gold's Recipe For Lasting Happiness After Catastrophic Financial Loss 37:13

4M ago37:13

37:13

In this insightful episode, Jonathan sits down with his father-in-law, Fred Gold, a seasoned CPA and business advisor with over 40 years of experience, including a distinguished tenure as a Partner at Arthur Andersen LLP. Together, they explore Fred’s financial journey, the cognitive biases that influence decision-making, and the lessons learned fr…

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Fix It Friday - Seeking Certainty: The Investor’s Paradox 12:46

4M ago12:46

12:46

Welcome to Fusion Fix-It Fridays, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In today’s episode, Jonathan dives into the uncertainty trap—the harmful reliance on financial predictions that many investors pursue to find certainty about their financial future. He explores how the financial industry has shifted from selling products to sell…

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The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster 54:34

4M ago54:34

54:34

A free session on accelerating growth via marketing with one of the leading firms in the wealth management industry. They offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and much more.

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An Advisor’s Guide to 2025: The Impact of 2024 on the New Year 32:51

5M ago32:51

32:51

Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025 including transitions, deals, comp, private equity, the wirehouse recruiting race, and more.

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Fix it Friday - Why Money Can’t Buy Happiness 8:34

5M ago8:34

8:34

Welcome to Fusion Fix-It Fridays, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In today's episode, Jonathan dives into the timeless question: Can money buy happiness? While many may believe wealth leads to fulfillment, Jonathan challenges this idea by exploring how our brains are wired for the fleeting pleasure of material gain and why tru…

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Building with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond 48:15

5M ago48:15

48:15

Mike Quin, a former Market Manager at Wells Fargo, left the wirehouse world to launch DayMark Wealth Partners. Mike offers a candid perspective on his experience and how it motivated him and his team to build an independent firm that is focused on their clients, the strategies behind their extraordinary growth from $1B to $4B, and other valuable le…

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No Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets 44:04

5M ago44:04

44:04

Steve Brennan, Managing Director and Head of Private Wealth Solutions from one of the leading private markets firms offers a unique perspective on the space, including how democratized access has helped foster growth beyond the wirehouses, the impact on an advisor’s business, innovations and trends, and much more.…

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Ep 2 - Evolution of Wealth Management: From Customer’s Man to Behavioral Counselor With Harvey Radler 38:06

5M ago38:06

38:06

Welcome to the Crazy Wealthy Podcast, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In this episode, Jonathan welcomes his first official guest, Harvey Radler, a close friend for over three decades and a seasoned investment and wealth management expert for over five decades. Together, they dive into Harvey's extensive background, the impact…

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Fix it Friday - Never Mix Politics and Investing 8:58

5M ago8:58

8:58

Welcome to Fix It Fridays on the Crazy Wealthy Podcast with Jonathan Blau, CEO of Fusion Family Wealth. In these quick, bi-weekly episodes, Jonathan unpacks common financial missteps and the behavioral biases that often trip up even the savviest investors. Today’s episode dives into the critical lesson of separating politics from investing. With in…

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Rapid Reaction: UBS Comp Plan Changes and the Impact on Advisors 20:01

5M ago20:01

20:01

Louis Diamond offers a perspective for UBS advisors on the firm’s compensation plan changes announced on November 21. It’s an episode for advisors who are curious about the updates and how they can use this knowledge to make informed decisions.

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How to Set Up Your Business to Maximize Enterprise Value 38:12

6M ago38:12

38:12

Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples.

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Fix it Friday - Particular Investment Challenges of Successful Entrepreneurs, Executives and Business People 11:40

6M ago11:40

11:40

Welcome to Fix It Friday on the Crazy Wealthy Podcast, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In these bite-sized, bi-weekly episodes, we dive into common money mistakes and explore the behavioral biases that even the most successful entrepreneurs and executives often overlook when investing. Today, Jonathan discusses a critical misc…

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Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond 54:35

6M ago54:35

54:35

Allan Boomer, the CIO of Momentum Advisors, shares his journey from a working-class background to an internship at Merrill and later landing at Goldman. In this episode, he discusses leaving Goldman to gain the ability to act as a true fiduciary in independence, the role of diversity as his “superpower,” his vision for a “100-year business,” his fo…

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FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience 40:57

6M ago40:57

40:57

Susan McKenna, CEO of eMoney, explores the fintech firm’s evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney’s tools foster client conversations and enhance experiences, shares insights on the future, and more.

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Ep. 1 - Introduction: Investor Behavior 101 25:43

6M ago25:43

25:43

In the inaugural episode of the Crazy Wealthy Podcast, host Jonathan Blau, CEO of Fusion Family Wealth, shares his personal story and how it shaped his approach to wealth management. He explores the cognitive and emotional biases that influence financial decision-making, such as loss aversion and regret aversion, and discusses how understanding the…

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Crazy Wealthy Podcast Trailer 5:16

6M ago5:16

5:16

Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to prot…

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Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues 43:42

6M ago43:42

43:42

Dylan O’Shea offers a unique perspective from a growing advisor with a long runway who could have easily opted for a transition check but instead chose independence. He discusses why he joined Quorum Private Wealth, the value of their shared vision, infrastructure, and more.

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Getting Unstuck: How to Change “What If” to “What Could Be” 53:40

7M ago53:40

53:40

Advisors often face the fear of the unknown, feeling dissatisfied but stuck in “what ifs.” Erin Rocchio, coach and Managing Partner at Evolution, joins Mindy Diamond to share strategies that help advisors break free of this inertia, acknowledge fear, and open their minds to transformational change.

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Monetization vs. Independence: What’s the Best Path? A Special Industry Update 36:49

7M ago36:49

36:49

Many advisors are drawn to independence for the control and equity-building potential it offers, yet find themselves wondering if monetization in the short term might be the better way to go. Jason Diamond and Mindy Diamond provide insights and guidelines to help advisors navigate these choices with strategies to assess factors like growth, profita…

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How Simplicity Leads to Impactful Growth: Carl Richards’ Advice for Advisors 48:29

7M ago48:29

48:29

Realizing common behavior gaps led Carl Richards to explore ways to simplify financial concepts and processes for clients. As a result, he’s become an industry thought leader who offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.…

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The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life 55:18

7M ago55:18

55:18

Nate Harris recognized that the firm he first built his business at no longer aligned with what he deemed as his North Star. After extensive soul searching and due diligence, he decided to leave his team at Merrill and opted for the independent broker dealer model, which he felt would allow him to achieve all he desired and then some.…

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The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years 51:22

7M ago51:22

51:22

Justin Berman shows that change is constant. After leaving Goldman Sachs in 2010 and growing his business from $1B to $5B in 10 years, he sought greater impact. He merged with Cresset Asset Management, boosting revenue from $17M to $27M in just 3 years.

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Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses 56:20

8M ago56:20

56:20

Three Merrill breakaways offer unique perspectives on the process of considering change, life outside the wirehouse, and filling the gaps that one might experience when leaving a big brand name behind to become an independent business owner.

Podcasts Worth a Listen

Mindy Diamond Financial Advisor Recruiter Podcasts

Podcasts Worth a Listen