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Diamond Consultants - Financial Advisor Recruiters
Our mission is to help advisors live their best business life.
We help elite advisors find the right place for their business and their clients, whether it’s at a Wirehouse, Regional firm, or Boutique independent. We’ve transitioned more than a quarter of a trillion dollars in assets under management in the past decade.
But we’re far more than just recruiters. We’re future-proofers, business coaches, and career sherpas who meet advisors where they are, years before they’re ready to move. We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and create a personal roadmap of options they might never have considered otherwise.
And unlike most recruiters, our business is built on relationships, not transactions. Making a move is a big deal and we would never sell you into a move. We offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are.
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FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience
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Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues
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Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues
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Getting Unstuck: How to Change “What If” to “What Could Be”
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Getting Unstuck: How to Change “What If” to “What Could Be”
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Monetization vs. Independence: What’s the Best Path? A Special Industry Update
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Monetization vs. Independence: What’s the Best Path? A Special Industry Update
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How Simplicity Leads to Impactful Growth: Carl Richards’ Advice for Advisors
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48:30
How Simplicity Leads to Impactful Growth: Carl Richards’ Advice for Advisors
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The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His
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The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess Hi...
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The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm
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51:22
The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in...
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56:20
Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and
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Merrill Breakaway Advisor Roundtable
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Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Co...
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31:10
Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision
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31:10
Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision
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Should I Stay or Should I Go? A Book for Financial Advisors: Available 09122024
2 ай бұрын
45:28
What You Need to Know About Marketing Your Wealth Management Business: Tips from a CMO
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What You Need to Know About Marketing Your Wealth Management Business: Tips from a CMO
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Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm-and Grew from
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Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm-and Grew from $...
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Clip: The Dream Team Effect: How Mastering Team Dynamics can Drive Performance, Growth, & Excellence
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The Dream Team Effect: How Mastering Team Dynamics can Drive Performance, Growth, and Excellence
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The Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence
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48:36
The Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence
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42:59
Mid-Year Report on Deals, Transitions, and Recruiting
3 ай бұрын
42:59
Mid-Year Report on Deals, Transitions, and Recruiting
3 ай бұрын
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