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Posts by Jason Diamond

About Jason Diamond

Vice President, Senior Consultant. Jason has a unique vantage point that benefits the advisors he counsels—with a combination of knowledge and empathy that few can claim. Learn more...

    The 5 Advisor Archetypes: Which One Are You?

    The 5 Advisor Archetypes: Which One Are You?

    By Jason Diamond, WealthMangement.com – When it comes to due diligence and even a transition, no two advisors – or their paths – are the same. Here’s why that matters…

    Merrill compensation changes ‘very advisor friendly’

    Merrill compensation changes ‘very advisor friendly’

    Jason Diamond Quoted – By Josh Welsh, InvestmentNews – Industry experts give their verdict on the wirehouse’s decision to replace its ‘growth grid’ with a ‘growth award.’

    3 Ways Arizent’s Predictions for 2023 Were Right on the Money

    3 Ways Arizent’s Predictions for 2023 Were Right on the Money

    Jason Diamond Quoted in FinancialPlanning.com, by Nathan Place – Back in January, we published a study predicting what 2023 would be like for wealth management. Now that the year is almost over, we can check how clear our crystal ball was — and as it turns out, it got a number of things right.

    How to Free Yourself from the “If Only” Mindset

    How to Free Yourself from the “If Only” Mindset

    By Jason Diamond, WealthManagement.com – Here are the 5 most common self-limiting statements that advisors share—and ways to reframe your thinking.

    Advantage Goes To Advisors

    Advantage Goes To Advisors

    Jason Diamond Quoted in FinancialPlanning.com, by Karen Demasters – Anyone looking for evidence of America’s growing shortage of financial advisors might point out the growing competition to recruit advisors among independent broker-dealers.

    Transition Announcement: Multiple $1mm+ Producers Depart Edward Jones

    Transition Announcement: Multiple $1mm+ Producers Depart Edward Jones

    In two recently announced moves, Edward Jones advisors decamped for independence with Kestra PWS and Raymond James Financial Services.

    It’s Not About the Money (Until it’s About the Money!)

    It’s Not About the Money (Until it’s About the Money!)

    By Jason Diamond, WealthManagement.com – How to think about transition deals when evaluating a firm or model: 5 key considerations.

    RBC makes biggest hire ever with $5.5 billion team from UBS

    RBC makes biggest hire ever with $5.5 billion team from UBS

    Jason Diamond Quoted in FinancialPlanning.com, by Nathan Place – “There’s really no team that is too big for a firm like RBC from an assets perspective,” said Jason Diamond, a vice president at the recruitment firm Diamond Consultants, which counseled the ESOP Group on its move to RBC.

    Post-Transition Survey: Checking in on Former Edward Jones Advisors Who Recently Moved

    Post-Transition Survey: Checking in on Former Edward Jones Advisors Who Recently Moved

    By Jason Diamond – Unfiltered, fresh, candid, and honest feedback straight from your Edward Jones peers who transitioned to another firm or model within the past 18 months.

    Post-Transition Survey: Checking in on Former Edward Jones Advisors Who Recently Moved

    Post-Transition Survey: Checking in on Former Edward Jones Advisors Who Recently Moved

    By Jason Diamond – Unfiltered, fresh, candid, and honest feedback straight from your Edward Jones peers who transitioned to another firm or model within the past 18 months.

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