Search results
Results From The WOW.Com Content Network
At Diamond Consultants, we want every elite advisor to find exactly the right place for their business and their clients to thrive, whether it’s at a wirehouse, regional, boutique or as an independent business owner. LEARN MORE.
A leading financial advisor recruiting and consulting firm founded in 1997 by Mindy Diamond. Financial advisor recruiters helping financial advisors and financial planners take control of their professional destiny.
The Diamond Consultants 7-Step Process for Advisors. Rooted in over 2 decades of experience, our proprietary process strategically guides due diligence—empowering advisors to make informed decisions and realize their Best Business Life. Roll over each step to learn more….
Financial advisors, independent business owners and financial services firms alike consider Diamond Consultants their “go to” firm for help in distilling an ever-changing industry landscape. That means guiding them through the processes of recruitment, mergers and acquisitions, and succession planning with a key focus in mind: to serve as ...
Jason Diamond Executive Vice President, Senior Consultant A unique vantage point that benefits the advisors he counsels—with a combination of knowledge and empathy that few can claim.
What You Need to Know About Advisor Movement and Deal Trends. By Jason Diamond, WealthManagement.com – The 5 biggest surprises hidden in the data around financial advisor movement and recruiting deals from 2023. Even if you do not intend to change firms or models, the data is telling you something.
And that’s where Diamond Consultants comes in. We’re inorganic growth specialists with the industry knowledge, expertise and proven success to deliver a unique understanding of your challenges and requirements.
Honest and authentic with extensive industry knowledge and a unique ability to listen and respond as a fiduciary. As the first consultant to join Diamond Consultants 17 years ago, Cathy’s entrepreneurial nature was intrigued by what Mindy was building and embraced the opportunity to use her business skills and core life values in what was a ...
A special episode introducing the Diamond Consultants Transition Report, the first of a semi-annual review of advisor movement in the wealth management industry. Learn 10 key trends from the comprehensive, data-driven report of financial advisor movement over the first 6 months of 2022.
A comprehensive, data-driven exploration of financial advisor transitions: Recruiting deals, firms, models, and movement for all of 2022.