Diamond Consultants was founded in 1997 by Mindy Diamond, whose vision was to create a truly unique financial services search and consulting firm – one that would deliver an exceptional experience for financial advisors.  Since then, Mindy and her husband/partner, Howard, along with their team of talented consultants, have helped hundreds of advisors at traditional brokerage and independent firms nationwide find their best business lives.

 

How We Are Different

Focused on You

The firm’s success is fueled by focusing exclusively and objectively on the needs and goals of advisors who want to gain access to superior opportunities to serve their clients and grow their businesses faster.  We view our clients’ businesses from all angles to gain an understanding of important issues and frustrations, and ask provocative questions. We listen carefully with an expert ear, and will never waste anyone’s valuable time. Whether the goal is monetizing a practice, achieving greater independence, creating a succession plan, acquiring or selling a practice, or all of the above, we have a well-established track record of success.

Unmatched Connectivity

We work across the entire landscape with traditional brokerage firms, independent brokerages, RIAs and custodians, banks, and Multi-Family Offices. With unmatched industry knowledge, connectivity and reputation, we are known as the “go-to” firm for the country’s top advisors.

Recognized for Thought Leadership

Our thought leadership is often sought by leading national media outlets such as The Wall Street Journal, The New York Times, Forbes, CNBC and Bloomberg, in addition to industry publications including Rep Magazine, On Wall Street, Investment News, RIABiz, FUNDfire, Financial Planning, and Financial Advisor Magazine.  Since 2004, Mindy Diamond has written a monthly column for Rep Magazine called “Career Moves” which serves as a pulse on the industry’s latest recruiting and career trends.  Our daily insights can be found across the social media spectrum.