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The Diamond Podcast for Financial Advisors

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.
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Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
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That Wall Street Guy

Auscast Business

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Ex-Wall Street advisor, on a mission to help young people win back their financial power, wealth, and security. Understand the hidden world of finance, risk, and investments, figure out how it impacts them and seize opportunities to make it work to your advantage.
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Uncensored Money

Melissa Browne: Ex-accountant, Ex-Financial Advisor & Ex-Working till I dro

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Join me, Melissa Browne, ex-financial advisor, ex-accountant, ex-working till I drop. Now serial entrepreneur, best selling author and financial educator as I talk all things money. Why a podcast about money? That's because as women we're choosing not to talk about it and when it comes to dealing with money - we’re kind of sucking at it. There is a wage gap that exists not simply in the corporate world but in the world of small and medium business owners where women should be on par with men ...
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Live To Grind

Brandon T. Adams

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Brandon T. Adams is the co-host and one of two executive producers of Ambitious Adventures, a reality television program focused on the compelling stories of young entrepreneurs. In addition to his television work, Brandon is an entrepreneur through and through, owning a stake in a number of businesses including the Young Entrepreneur Convention, Keys to the Crowd, Arctic Stick, and an ice distributorship that serves three states. Brandon has been the financial advisor for a number of high p ...
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If you’re a Police Officer, Law Enforcement Officer or support staff, serving or retired or considering leaving the Police, then this is for you! Every episode, I’ll bring you interviews with subject matter experts like CV writers, recruiters, business and mindset coaches, senior executives and more plus interviews with officers who have successfully transitioned to new roles. We’ll discuss why and how they did it, their fears, how they overcame them, lessons learned and what life is like ou ...
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Anna Runkle, widely known as the Crappy Childhood Fairy, is a writer, coach, and online educator who helps people heal from the lasting effects of childhood trauma. Through her p…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Bob Raleigh, PhD, author of The Search for Why, unpacks how moral psychology and cognitive science intersect to explain human decision making. He reveals why instinctual patterns tell us far more than demographics, and how life experiences combi…
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With Mike Durbin, CEO of Cetera Financial Group Overview The CEO of Cetera Financial Group shares insights on independence, private equity, and balancing scale with service, plus what the future holds for advisors and firms. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podca…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Michael Dermer, former Wall Street lawyer turned serial entrepreneur, unpacks why passion and grit alone aren’t enough to succeed in business. He explains how entrepreneurial thinking is essential not just for startups but also for large corpora…
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➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary ➡️ If you like more content like this, you'll love my podcast 10 Minute Mindset https://10minmindset.org/ In this "Lessons" episode, we're talking about the uncomfortable truth nobody wants to admit: You're dead inside and everyo…
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https://www.linkedin.com/in/elenaphilipova https://www.lseg.com/en/data-analytics Summary In this conversation, David Anderson interviews Elena Philipova from LSEG Data Analytics about the evolving landscape of ESG (Environmental, Social, and Governance) data and its significance in sustainable finance. They discuss the importance of disclosures, t…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Michael Bungay Stanier is a world-renowned author, speaker, and leadership coach whose work has redefined how millions of managers lead. His bestselling book The Coaching Habit h…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Sharran Srivatsaa, President of Real (NASDAQ: REAX), breaks down the playbook to building billion-dollar businesses. He shares how singularity of focus can align entire organizations toward one powerful goal, why a cadence of accountability is t…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Robert Barber, author of CEO for Life and former Fortune 150 executive, shares powerful insights on why most people struggle with managing their lives effectively. Drawing from his background in real estate, coaching, and leadership, Robert high…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Brendan Kane is a viral growth genius whose Hook Point methodology has generated 60+ billion views, 100+ million followers, and over $1 billion in revenue for elite brands and A-…
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With Jason Diamond and Louis Diamond Overview A special mid-year update with Jason and Louis Diamond on deals, transitions, and recruiting trends shaping 2025—and what advisors can expect in the months ahead. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Vanessa Van Edwards, behavioral scientist with over 70 million views, reveals how body language and communication skills shape success in both business and personal life. She shares her journey from experimenting with passive income streams to b…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Darren Marble, CEO of CrowdfundX, breaks down how turning customers into investors can transform the path to going public. He explains why retail investors often behave like long-term institutions, creating a powerful shareholder base that is lo…
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https://www.linkedin.com/in/vyasanpillay/ https://www.tmx.com/en In this conversation, Vyasan Pillay, a key figure at TMX, shares insights into his journey in the market data industry, the structure and significance of TMX and Canadian exchanges, and the importance of a client-centric approach. He discusses the challenges faced in customer relation…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Jay Yang is the 19-year-old author and entrepreneur who earned six figures before graduating high school. He’s worked with Tyler Denk at beehiiv, helping scale the platform past …
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Dan Martell, SaaS Academy Founder and author of Buy Back Your Time, shares his hard-won insights from scaling companies, mentoring founders, and helping over 600 SaaS clients. He explains why startups often stall not from lack of customers but f…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Keenan Beasley, founder of Venture Noire and former P&G/L’Oréal executive, shares how his journey from running billion-dollar brands led him to focus on funding and supporting Black founders. He highlights the importance of building dense entrep…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Dr. Benjamin Hardy is an organizational psychologist and best-selling author whose books—including Willpower Doesn’t Work, Personality Isn’t Permanent, and 10x Is Easier Than 2x—…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Bobby Castro, entrepreneur and investor who scaled from $25K to a $1 billion exit, shares how mindset drives lasting success. He emphasizes the power of maintaining a positive mental attitude, not just as motivation but as a daily discipline tha…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Alain Hunkins, Fortune 100 advisor and leadership expert, unpacks the critical differences between bad leadership and great leadership. He illustrates how command-and-control styles rooted in fixing problems and chasing numbers often fail to ins…
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➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary ➡️ If you like more content like this, you'll love my podcast 10 Minute Mindset https://10minmindset.org/ In this "Lessons" episode, we're talking about the math that nobody wants to do: How much time you actually have left with …
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https://www.linkedin.com/in/robert-milazzo-9330958b/ https://www.newyorklifeinvestments.com/ In this conversation, David Anderson and Robert Milazzo discuss the complexities of market data management, focusing on the organizational structure, the role of procurement, and the challenges faced by buy-side and sell-side firms. They delve into vendor n…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Mikhail Andersson is a world-renowned tattoo artist and creative entrepreneur celebrated for redefining body art as a luxury, design-driven experience. Known as the “Michelangelo…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Oren Klaff, bestselling author of Pitch Anything and Flip the Script, reveals the art of controlling sales conversations without coming across as forceful. He explains why giving buyers too much control kills deals, why predictable behavior unde…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Grant Cardone, 10X Founder and real estate mogul, reveals how relentless action and bold thinking turned his life around from addiction to building a $4 billion empire. He shares the core principles of the 10X Rule, why doubling down on what wor…
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With Julia Healey, CEO of United Charitable Overview Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Michael Sonnenfeldt is a legendary entrepreneur and investor who built a fortune by orchestrating one of New York’s biggest real estate deals — the $120 million transformation of…
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https://www.linkedin.com/in/stevemoreton/ https://cjcit.com/ Summary In this conversation, David Anderson and Steve Morton discuss the evolving landscape of market data systems, focusing on the importance of operational resilience, the impact of cloud technology, and the integration of AI and hardware innovations. They also address the challenges o…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Captain Hoff, a seasoned entrepreneur and advisor to over 1,000 companies, reveals the mindset shifts and strategies that separate thriving startups from the 95% that fail. He explores why meaningful work continues to matter even when financial …
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Joe Vitale, best-selling author and renowned Law of Attraction expert, reveals the missing secret to turning dreams into reality. He explains why success is not about overnight miracles but about consistent effort and small, intentional actions.…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Ross Mandell, known as the “Bad Boy of Wall Street,” built a financial empire by taking multiple companies public, including Sky Capital Holdings and Sky Capital Enterprises on t…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Jack Canfield, co-creator of Chicken Soup for the Soul and author of The Success Principles, shares timeless strategies for achieving extraordinary success in any area of life. He explains why clarity of purpose and taking 100% responsibility ar…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Patrick Bet-David, founder of Valuetainment, shares powerful insights on transforming adversity into opportunity and building lasting success. He explains why adopting an entrepreneurial mindset—even within an organization—can lead to career gro…
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With Ben Valore-Caplan, Founder of Syntrinsic Overview Ben Valore-Caplan, founder of Syntrinsic, shares how he built a $2.9B mission-driven RIA to serve foundations, endowments, and values-driven institutions, the evolution of impact and ESG investing, why he sold to IMA Financial Group, and more. Listen in… > Download a transcript of this episode……
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➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary ➡️ If you like more content like this, you'll love my podcast 10 Minute Mindset https://10minmindset.org/ In this "Lessons" episode, we're talking about the things you want but won't ask for. You know - that raise you've deserved…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Nutsa Buzaladze is an electrifying Georgian singer and songwriter whose powerful vocals and magnetic stage presence have made her a global sensation. From winning prestigious int…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Elizabeth Pipko, RNC Spokesperson, shares her powerful perspective on what freedom truly means and why it must be protected. Drawing from her family’s escape from Soviet oppression, she reflects on the privilege of free expression and the challe…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Daniella Schrittenlocher, a 3x founder and content expert for over 50 brands, shares how to leverage AI in your content strategy without sacrificing authenticity. She reveals practical ways to use AI for research, idea generation, and workflow o…
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Alex was one of the early vanguard talking to our industry about The Cloud. https://www.linkedin.com/in/alexstepney/ https://cloud.google.com/ Summary In this conversation, Alex Stepney shares his journey from a physicist to a key player in the cloud and market data sectors. He discusses the evolution of cloud technology in financial services, the …
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Larry Namer went from earning just $2.50 an hour splicing cable beneath the streets of New York City with Sterling Manhattan Cable to co-founding E! Entertainment Television, a m…
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➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary ➡️ If you like more content like this, you'll love my podcast 10 Minute Mindset https://10minmindset.org/ In this "Lessons" episode, we're going to talk about the exits you're avoiding and why they're draining your energy. You kn…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Dan Martell, a serial entrepreneur who built and sold three tech companies, reveals how high achievers break free from old identities to create bigger futures. He shares why the key to scaling is treating the organization as the real product, no…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Cory Muscara, former monk and mindfulness teacher, shares profound insights from his experience of six months in silent meditation. He explores why humans are wired to think about the future and how this tendency can create both opportunities an…
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With Cary Carbonaro, Managing Wealth Advisor and Women & Wealth Ambassador at Ashton Thomas Overview Cary Carbonaro learned from her own experience that there was both a gap and an opportunity in attracting and retaining women clients and advisors. In this episode, Cary shares specific advice on what firms are doing wrong and how they can get it ri…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Arthur Brooks is a social scientist, bestselling author, and public speaker renowned for his work on happiness, leadership, and the intersection of science and human flourishing.…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this “Lessons” episode, Michelle May O’Neil, a relationship and wealth expert, shares why 50% of marriages fail and what you can do to beat the odds. She explains how the foundation of a lasting relationship lies in prioritization—treating family commitments with the s…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Jeremy Miner, a leading sales training expert, reveals why old-school frameworks like BANT fall short in today’s market. He explains how reframing questions uncovers hidden buyer motivations, why surface-level problem solving kills deals, and th…
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We discuss the nature of operating an exchange in an emerging market – specifically within the wider context of the African continent. Mark has a great passion for ‘Analytics’ which are part of the JSE data offering. https://www.linkedin.com/in/mark-randall-91008b8/ https://www.jse.co.za/ DAVID ANDERSON -- https://www.linkedin.com/in/atradia/…
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➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Brandon Dawson co-founded Cardone Ventures, a $100M+ business advisory firm that's helped over 100 companies scale past eight figures. He previously sold Audigy Group for $151 mi…
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➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this “Lessons” episode, Jay Abraham—renowned advisor to Tony Robbins and top Fortune 500 companies—reveals his powerful “strategy of preeminence,” a business philosophy that transforms companies from transactional sellers into indispensable, trusted advisors. By always…
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