The Diamond Podcast for Financial Advisors
by Mindy Diamond Financial Advisor Recruiter and Consultant
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Est. Listeners
Based on iTunes & Spotify (publisher stats).
- Per-Episode Audience
Est. listeners per new episode within ~30 days
25,001 - 50,000 - Monthly Reach
Unique listeners across all episodes (30 days)
75,001 - 150,000 - Active Followers
Loyal subscribers who consistently listen
15,001 - 40,000
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
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Total Plays
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Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 11 epsHosts
Recent guests
Recent episodes
The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between – Part 2
Apr 30, 2026
49m 03s
From Serving Entrepreneurs to Becoming One: A $2B UBS Breakaway Story
Apr 23, 2026
55m 01s
Next Gen Success: A Masterclass in Building Trust and Credibility in a $7B Multi-Family Office
Apr 16, 2026
47m 40s
From the Ground Up: How to Create a $2.4B Content Growth Engine
Apr 9, 2026
50m 41s
Entrepreneur, Advisor, and Conductor: Orchestrating Success After Edward Jones
Apr 2, 2026
44m 22s
Social Links & Contact
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/30/26 | The Advisor Transition Playbook: The Latest on Due Diligence, the Move, and Everything In Between – Part 2✨ | advisor transitiondue diligence+5 | Jason Diamond | Diamond Consultants | — | advisor transitiondue diligence+5 | — | 49m 03s | |
| 4/23/26 | From Serving Entrepreneurs to Becoming One: A $2B UBS Breakaway Story✨ | entrepreneurshipfinancial independence+3 | Ben Domingue | Family Office PartnersUBS+1 | — | UBSFamily Office Partners+5 | — | 55m 01s | |
| 4/16/26 | Next Gen Success: A Masterclass in Building Trust and Credibility in a $7B Multi-Family Office✨ | trust buildingcredibility+5 | Wen Nottebohm | CressetDiamond Consultants | Atlanta | financial advisorsgrowth path+6 | — | 47m 40s | |
| 4/9/26 | From the Ground Up: How to Create a $2.4B Content Growth Engine✨ | content marketingbusiness growth+3 | James Conole | Root FinancialDiamond Consultants | — | Root FinancialJames Conole+3 | — | 50m 41s | |
| 4/2/26 | Entrepreneur, Advisor, and Conductor: Orchestrating Success After Edward Jones✨ | entrepreneurshipfinancial advising+3 | Ryan Guth | Goldfin GroupEdward Jones+1 | — | financial advisorsentrepreneurial alignment+3 | — | 44m 22s | |
| 3/26/26 | The Annual Report on Recruiting, Deals, and Transitions✨ | advisor movementfinancial advisors+3 | Jason DiamondLouis Diamond | Diamond Consultants | — | advisor transitionfinancial advisors+3 | — | 47m 55s | |
| 3/19/26 | When Success Isn’t Enough: Merrill Breakaways Make the Case for Independence✨ | independenceRIA+4 | Todd StankiewiczJoe Castiglie | SYKON CapitalMerrill+1 | — | financial advisorsindependence+5 | — | 48m 39s | |
| 3/12/26 | Edward Jones to Independence: A $1.7B Post-Litigation Comeback Story✨ | financial independencebusiness growth+3 | Dylan RipleyTodd Vincent | Cedarwood Financial PartnersEdward Jones+1 | — | Edward JonesCedarwood Financial Partners+5 | — | 55m 09s | |
| 3/5/26 | Private Equity, Scale, and Strategy: Inside Kestra with Its CEO, President, and Private Equity Partner✨ | private equitywealth management+3 | James PoerJohn Amore+1 | Kestra HoldingsKestra Financial+1 | — | private equitywealth management+5 | — | 55m 26s | |
| 2/26/26 | The Elevation of Independence: Jim Dickson on Building Real Enterprise Value✨ | independenceadvisory firms+4 | Jim Dickson | Elevation PointMerrill+2 | — | independent platformfinancial advisors+4 | — | 48m 27s | |
| 2/19/26 | Why So Many Successful Advisors Feel Stuck✨ | psychology of successfinancial advisors+3 | Louis Diamond | Diamond Consultants | — | successful advisorsbusiness success+3 | — | 46m 39s |
Showing 11 of 11
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Chart Positions
2 placements across 2 markets.
Chart Positions
2 placements across 2 markets.