The Diamond Podcast for Financial Advisors

Evolution Managing Partner and coach Erin Rocchio shares strategies for advisors to break free of the "what if" inertia.

Mindy Diamond and Jason Diamond provide strategies to help advisors through the decision-making process.

Industry thought leader Carl Richards offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.

Covenant Capital founder Nate Harris explains why he left Merrill and opted for the independent broker/dealer model, which he felt would allow him to achieve all he desired and then some.

Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors demonstrate how their transition from Wells Fargo PCG to FiNet resulted in new growth opportunities.

Industry coach John Bowen offers actionable advice on mastering the art of team dynamics.

Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year.