Testimonials

“While its competition tends to ‘sell’ the financial advisor or financial services firm first on their service – then sweat the ‘details’ like personal and professional goals and objectives, Diamond’s approach is more direct, honest and client-driven.”

– Brian R., Wirehouse advisor.

 

“The consultative search process and sensitive approach in managing prospect and client relationships is not only seen as special, but as a defining piece of the Diamond Consultants’ brand experience.”

– Matt D.,  Regional Manager at a wirehouse firm

 

“I worked for a wirehouse for the better part of 20-years when I began wondering what the next phase of my career would look like. I knew I wanted more control over my business as well as the freedom and autonomy to truly put my clients’ interests first. Diamond Consultants showed me that there was more than one way to achieve the independence I was looking for and introduced me to a number of unique opportunities I would never have otherwise been aware of. They worked with me every step of the way to help me join a multi-family office wealth management firm and to make my dreams a reality.”

– Michael T.,  Wirehouse advisor who joined an established independent firm

 

“Diamond is about my needs, my goals, my aspirations, my future… and not about ‘selling’ me into something that won’t work or could prove to be a bad fit or career move for me. It’s never just about money and it’s never about them. It’s all about me… and knowing that the person on the other end of the line is someone I can trust and who has my best interest at heart.”

– Susanne A., Wirehouse advisor

 

“I am a business owner and I was unaware how many options were available to me to grow my business. Diamond truly listened to what my goals were and identified a number of innovative ways for me to create a presence beyond my local area and helped me to rid myself of the day-to-day burdens of business ownership so that I could focus exclusively on serving my clients.”

– Alan K., RIA principal

 

“You are the only recruiter we’ve ever spoken to who was interested in finding what we were looking for. That required you to listen to us, when we told you we were looking for a new business model. You weren’t just looking to sell us on an opportunity. That’s a unique approach, and it’s also the ONLY one that would ever have worked with us.”

Neil W., Matt L., Wirehouse team

 

“Diamond Consultants is different to me based on the personal connection we developed. Every firm has capabilities and people with good experience and industry knowledge; not a lot of firms have that “secret sauce” where they take time to slow down and listen, and then make a recommendation based on altruism and selflessness.”

– Barbara  B.,  Wirehouse advisor

 

“I cannot thank you enough for what you did for me – calm voice, rational thoughts, kind words – all went a long way in helping me through an incredibly difficult decision process. I shall not forget your professionalism or your kindness. I hope that your clients realize how fortunate they are to have you in their corner.

Jorge L., Advisor working for a boutique firm

 

“Working with you enhanced my experience of seeking a new firm because I trusted your instincts. I was then able to be calm and clear enough to make the best choice, and know I wasn’t being ‘sold’.”

– Andrew S., Advisor working for a regional firm