About the Episode:

In this episode of Inspired Changemakers, Julia Healey sits down with Jason Diamond, President of Diamond Consultants, to explore how the role of the financial advisor is evolving and why education and adaptability are key to long-term success. With experience at both Merrill Lynch and Morgan Stanley before starting Diamond Consultants, Jason brings a unique perspective shaped by working with some of the industry’s most sophisticated advisors.

Jason shares how advisors are moving beyond transactional models toward more relationship-driven practices, while navigating challenges like growth, succession planning, and a shifting client base. As investment management and financial planning become “table stakes,” differentiation has never been more important.

Julia and Jason also discuss the powerful lens on philanthropy, highlighting how tools like donor-advised funds can help advisors deepen relationships and align clients’ wealth with their values. Together, they unpack the growing influence advisors have not just on financial outcomes, but on legacy, purpose, and long-term impact.

Connect with Jason:

LinkedIn: https://www.linkedin.com/in/jason-diamond/

Diamond Consultants: https://www.diamond-consultants.com/

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The Inspired Changemakers Podcast spotlights people turning purpose into action. Each episode features a new guest sharing their journey, insights, and projects making a difference in their communities and beyond. Listen in, learn, and get inspired to take your next step!

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About The Episode:

In this episode of Inspired Changemakers, Julia Healey sits down with Annoica Ingram, Executive Director of Girls on the Run of the Shenandoah Valley, to explore how confidence, resilience, and leadership are built in young girls through movement, mentorship, and community. What began as a simple volunteer opportunity turned into a lifelong passion for Annoica. One that now impacts hundreds of girls across a 13-county region.

Together, they dive into the power of combining physical activity with life skills, why addressing negative self-talk at an early age is critical, and how programs like Girls on the Run create safe spaces for girls to discover their voice and believe in their potential. Julia also shares a personal perspective as a parent watching the program’s impact firsthand, bringing the conversation to life in a deeply relatable way.

From the transformative moment of crossing the finish line to the full-circle stories of former participants returning as coaches, this episode highlights how small, consistent investments in young people can lead to lasting change for individuals, families, and entire communities.

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Beyond the Portfolio | A Conversation with Sarah Baker, CFP

🎧 About the Episode:

In this episode, host Julia Healey sits down with Sarah Baker, CFP®, Senior Financial Planner at Mason Investment Advisory Services, to explore how philanthropy becomes transformational when it’s fully integrated into financial planning. Sarah shares how her early exposure to service shaped her belief that wealth should align with values—and why she regularly asks clients, “Why do you have more than you need?”

Together, they discuss donor-advised funds as a powerful, flexible giving tool, how thoughtful planning before a business sale can fund both retirement and lifelong philanthropy, and why automation is the key to building sustainable generosity. Sarah also reflects on the pivotal moment that led her to focus on empowering women through major life transitions and ensuring both spouses are engaged in financial conversations. This episode is a practical and personal look at moving from fear to freedom through intentional giving.

Show your support for Sarah and this work by liking, sharing, and leaving a comment below.

🔗 Connect with Sarah:

Sarah’s LinkedIn: https://www.linkedin.com/in/sarah-baker-95046435/

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