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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Home: Leading Financial Advisor Recruiting Firm

Re-imagine your future. The landscape has changed—dramatically. It may be time to get familiar with the new terrain. Learn more... Challenge your assumptions. You may be wondering if there's a better way to serve your clients and your future. And there very well could be. Learn more... Energize your growth. Sometimes it takes a different approach to get different results. The good news is you can move beyond the status quo. Learn more...

Sometimes you need to stop and take an objective view of your business life. Can you enhance the client experience? Gain greater control? Maximize the value of your businesses and optimize growth?

As one of the nation’s top recruiters for financial advisors, we’re known for helping advisors like you dig deep and find the answers to those questions and more.

If you’re ready to make a change, or simply curious, allow us to provide you with unparalleled access to the universe of opportunities and customize a solution to your individual needs. Our guidance is confidential, and without obligation or cost.

Objective guidance and expertise that’s unmatched in the financial services landscape

For Financial Advisors

For Independent Business Owners

For Financial Services Firms

Knowledgebase for Advisors

Recent news, updates and advice from our blog for financial advisors and business owners.

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    How First Republic Private Wealth, an under-the-radar wealth management firm, became the hottest ticket in the space—and why it matters
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    Stuck in Place: How Merrill’s CTP Has Senior Advisors Right Where the Firm Wants Them
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    Next Gen Advisors Are Questioning Whether “Inheriting a Book” is Really Worth it
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    5 Lessons Learned in Our Own Succession Planning Process

The latest from our podcast series for financial advisors

John Peluso First Clearing

Advisor Choice: How Models Like Wells Fargo’s First Clearing Offer Optionality and Flexibility

Multi-channel models have become one of the hottest options in recent years, giving advisors a path from employee to independence without ever changing firms. One such example is offered by Wells Fargo Advisors and its affiliated clearing and custody service provider First Clearing. In this episode, John Peluso talks about the benefits of the model and its impact on the industry at-large, how advisor mindset is driving innovation, challenges and trends, and much more. play Listen…

Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change

Advisors who are considering a change of firms or models often have a lot of questions—and they should. Because the reality is no decision this big should be made without digging deep and looking closely at how one’s goals align with that of either their current firm or another firm or model they might be thinking about. This episode tackles the 10 questions we get most frequently from advisors—and dispels some of the myths and misperceptions that often stop them from realizing their true potential. play Listen…

Mindy Diamond Louis Diamond Podcast FAQs for Advisors

The Best of 2020: Top Advice from 10 Independent Business Owners

Advice from the top 10 independent advisors featured on our show in 2020—a special episode representing the 100th in this podcast series for financial advisors. It’s a concise download of their experiences: why they made the leap, what they found on the other side, what they might have done differently…and everything in between. Listen in to candid conversations that share a wide view of independence from those who are living it, ultimately answering the threshold question: Why independence? play Listen…

Mindy Diamond on Independence Podcast

More from this podcast series…

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