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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