The Diamond Podcast: Goldfin Group’s Ryan Guth
Advisors usually don’t set out seeking change.
In fact, the opposite is usually true. They build within a system, take advantage of the opportunities in front of them, and grow something meaningful over time. And for a while, that alignment works.
But over time, priorities evolve.
What once felt like the right environment can start to feel limiting: whether it’s how you serve clients, how you present yourself in the market, or how much control you really have over the direction of your business.
And that’s where things begin to shift.
In this episode, Ryan Guth, Founder of Goldfin Group, talks through that evolution in a very real and practical way. Ryan started his career at Edward Jones – an experience he still speaks very highly of – but ultimately decided to go independent to build a business that better reflected how he wanted to serve his entrepreneurial clients and express his entrepreneurial instincts.
What makes Ryan’s perspective especially interesting is his background. Before wealth management, he was a musical conductor. And that lens carries through into how he thinks about the advisor’s role today—not as someone focused on products or portfolios, but as the person coordinating all the moving parts of a client’s financial life.
Ryan unpacks it all with Jason Diamond, including:
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The decision to leave Edward Jones—and what he was looking to gain in independence.
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The importance of marketing—and how “differentiation” plays a major role in Goldfin’s success.
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The inside view of a transition—and what other advisors can learn both operationally and strategically.
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The alignment of his values and mindset with those of his clients—and how being an entrepreneur became more important over time.
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The impact of acquisitions—and Ryan’s firsthand perspective on the acquisition of his broker dealer, Atria.
It’s a thoughtful conversation about independence, but more importantly, it’s about what it really means to build a business that fits your clients, your strengths, and your long-term vision.