Financial Advisor Recruiting Firm

Are You Living Your Best Business Life?

Financial advisors are searching for ways to enhance the client experience, gain greater control, maximize the value of their businesses, and optimize their growth. These key challenges are being voiced by advisors and independent business owners alike as they navigate a rapidly changing and increasingly complex industry environment.

Diamond Consultants is a national financial advisor recruiting firm renowned for helping advisors like you to achieve their best business lives. We objectively view your business from all angles to gain an understanding of important issues and frustrations, and ask provocative questions. We believe the most pivotal question is, “What impact are your frustrations having on your ability to serve your clients and grow your business?” The answer to that question determines when a change should be considered.

If you’re ready to make a change, or simply curious, we provide unparalleled access to the universe of opportunities and customize the solution to your individual needs. We are skilled negotiators and deal makers. Our guidance is confidential, and without obligation or cost, making us the ideal objective and trusted partner.

Are you a financial advisor who is looking to understand your options? Click here...

Are you an independent business owner seeking to optimize your growth, identify a successor or monetize your business? Click here…

Objective

We care only that we find the best solution for you. In many cases, we counsel advisors to stay put when we believe a change would not be “better enough.” When a change is the right decision, we offer unfettered access to the entire landscape of possibilities and unmatched guidance.

Leader

Advisors and firms nationwide recognize and respect Diamond Consultants as the leader in financial services recruiting and consulting. Our reputation, integrity, and credibility set us apart as the consummate industry resource and have allowed us to garner extraordinary loyalty and esteem.

Expert

Top advisors rely on us for our sound judgment, extensive knowledge and skill, honed over nearly two decades. Industry leaders and the financial press, too, depend on us for our unique understanding of the advisor community as well as our thought leadership relating to news, developments and overall trends.

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While this changing landscape has many advisors questioning their happiness, it also has a bright side: you have options. Allie Brunwasser and Barbara Herman share 4 things to consider. ow.ly/VGaC30k6uTO

Recently advisors seem more open to admitting that they’re not happy with their firm. What’s driving these feelings and what can be done about it? Barbara Herman and Allie Brunwasser share their thoughts. ow.ly/ZvrF30k6uSp

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Q. How do I determine the value of my independent firm? A. Valuation in the independent space is typically based on a multiple of earnings or free cash flow. Determining the value is really more art than science because scale, competition and optionality drive the price. pic.twitter.com/ctFiFUSLSK

Whether you build your RIA firm on your own, work with a service provider or hire a consultant, you need to understand what the process is like. In this episode, Matt Sonnen shares his experiences. ow.ly/xaje30k35oV