• Home
  • About Us
    • Meet the Team
    • Testimonials
  • Services
    • For Financial Advisors
    • For Financial Services Firms
    • For Independent Business Owners
    • Our Process
    • Case Studies
    • Representative Deals
  • FAQs
  • Blog
  • Podcast
    • Independence 101 Series
  • News/Media
  • Tools/Resources
    • FAQs for Merrill Advisors
    • FAQs for UBS Advisors
  • Request Our E-Newsletter
  • Contact Us

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting Firm Diamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Howard Diamond
      • Louis Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Lauren Ruocco
      • Allison Brunwasser
      • Shelley Muzio
      • Laura McGreevy
      • Caryl Felicetta
    • Testimonials
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Mergers and Acquisitions
      • Consulting
    • For Financial Services Firms
      • Recruiting
      • Mergers and Acquisitions
    • Our Process
    • Case Studies
    • Representative Deals
  • FAQs
  • Blog
  • Podcast
    • Independence 101 Series
  • News/Media
    • Moves in the News
  • Tools/Resources
    • FAQs for UBS Advisors – NEW
    • FAQs for Merrill Advisors
    • Other Tools For Advisors
    • Subscribe to e-Newsletter

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 leading financial advisor recruiting firms, 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.

  • Read More
    Surviving Due Diligence: 10 Tips for Advisors
  • Read More
    9 Trends That Will Put Advisors in the Driver’s Seat for 2020
  • Read More
    Of Myths and Moving, 2019
  • Read More
    UBS Comp Change: An Equal Opportunity Offender

The latest from our podcast series for financial advisors

Mindy Diamond Podcast- Best of the Breakaways

The 10 Most Valuable Insights from Breakaway Advisors

Our kickoff to the 2020 season: A special all-in-one-place, “best of the breakaways” show featuring curated conversations about the motivations behind the choice to leave the wirehouse world, the risks these breakaways took and the rewards they found waiting on the other side. play Listen…

In the News

14Jan
Merchant bolsters RIA reach with Matt Brinker hire

Louis Diamond Quoted By Charles Paikert Matt Brinker, the M&A mastermind who supervised 90 deals in his 13 years as…

Read More
13Jan
As Wirehouses Change, The Advisor Is No Longer King

By Mindy Diamond Change is a fact of life, and humans are built with varying degrees of adaptability and resilience.…

Read More
09Jan
Job Cuts at Morgan Stanley Aren’t Fueling Fears Among FAs

Barbara Herman Quoted By Miriam Rozen News of employee layoffs signals no likely reductions in financial advisor ranks at two…

Read More
20Dec
UBS Extends 2020 Comp Plan’s Team Threshold Deadline by Six Months

Barbara Herman Quoted By Miriam Rozen In what is regarded as a conciliatory move, UBS extended the deadline for its advisor teams…

Read More
19Dec
Chief compliance officers help drive growth at RIAs (Really!)

Mindy Diamond Mentioned By Matt Sonnen PFI Advisors continues to tout the benefits of professional management for RIAs. As Rich…

Read More
11Dec
Integrated Partners to eclipse $7bn with addition of Merrill breakaway

By Jake Martin Integrated Partners is adding a $100 million Merrill Lynch breakaway that the LPL-affiliated hybrid firm said will…

Read More
11Dec
Integrated Partners Adds NJ Advisor, Breaking $2 Billion in 2019 Acquired AUM

By Patrick Donachie Integrated Partners is welcoming Harrison Till to the organization, the Massachusetts-based hybrid registered investment advisor firm announced…

Read More
02Dec
Top 5 Ways Indie BDs Can Compete With RIAs

By Louis Diamond It’s not surprising that the RIA space often garners the lion’s share of attention in the press…

Read More
26Nov
Where does Fidelity stand in a Schwab-TD world?

Louis Diamond Quoted By Ian Wenik Fidelity Investments isn’t taking the Charles Schwab-TD Ameritrade mega-merger lying down. Though the $26 billion all-stock…

Read More
26Nov
A Conversation With Mindy Diamond, Founder and CEO of Diamond Consultants [podcast]

Mindy Diamond Quoted In this episode we explore some of the hottest topics in wealth management today with Mindy Diamond,…

Read More

Have questions?

We're here to help - with complete discretion and confidentiality.

Send Message
Wondering if there's a better way to serve your clients and your future? Let's talk

Connect with us

Search

© 2020 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.

  • Home
  • About
  • Services
  • FAQs
  • Blog
  • Podcast
  • News/Media
  • Tools/Resources
  • Contact
  • Our Locations
  • Privacy Policy
  • Site Map