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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Posts by Louis Diamond

About Louis Diamond

President – Someone who “looks at every angle from a strategic perspective.” Sophisticated advisors and business owners alike learn quickly that they’ve found the right person in Louis when seeking counsel and clarity on growth, career management and the ever-changing industry landscape. Learn more...

    As Wealth Managers Move To Diversify Customers’ Idle Cash, SVB’s Own Advisors Head For Exits

    As Wealth Managers Move To Diversify Customers’ Idle Cash, SVB’s Own Advisors Head For Exits

    Louis Diamond Quoted – By Sergei Klebnikov, Forbes – Still, many affluent clients already keep accounts at multiple financial institutions, observes Louis Diamond, president of Diamond Consultants, a New Jersey-based firm that works with advisors.

    Recruiters Reveal Their Secrets On Cultivating A Robust Advisor Pipeline

    Recruiters Reveal Their Secrets On Cultivating A Robust Advisor Pipeline

    Louis Diamond Quoted – By Jennifer Lea Reed, Financial Advisor Magazine – Advisory firms serious about hiring in 2023 say they are offering equity to seasoned professionals, establishing a pipeline through a local college, and mining networks for interns and career switchers. The more successful firms are very proactive and intentional.

    The big questions facing SVB advisors and their clients

    The big questions facing SVB advisors and their clients

    Louis Diamond Quoted – By Ian Wenik, CityWire – Even if a large bank comes in and purchases what’s left of SVB, and even if the wealth management business is part of that sale, its advisors and clients could still be up for grabs.

    Diamond Consultants Releases Full Year 2022 Advisor Transition Report

    Diamond Consultants Releases Full Year 2022 Advisor Transition Report

    Louis Diamond Interviewed – By Chris Latham, WealthSolutionsReport.com – Diamond Consultants Releases Full Year 2022 Advisor Transition Report

    Diamond Consultants’ Louis Diamond On Best Practices For Advisor Recruitment And M&A

    Diamond Consultants’ Louis Diamond On Best Practices For Advisor Recruitment And M&A

    Louis Diamond Interviewed – By Chris Latham, WealthSolutionsReport.com – Louis Diamond Of Diamond Consultants Discusses The Evolution Of His Family’s Business, Prevailing Recruitment And M&A Market Conditions, And Considerations For Financial Advisors Seeking To Join Or Sell Wealth Management Firms

    Transition Announcement: $1.5B Legacy Merrill Team Opts for Supported Independence

    Transition Announcement: $1.5B Legacy Merrill Team Opts for Supported Independence

    For brothers Brent and Brad Chappell, Merrill was truly a family business, with roots dating back to 1984 when their father Robert first established a practice with the firm in The Woodlands, a suburb of Houston, TX.

    Longtime Merrill Team With $1.5 Billion Decamps to Sanctuary

    Longtime Merrill Team With $1.5 Billion Decamps to Sanctuary

    By Andrew Welsch, Barron’s – A Merrill Lynch team that managed nearly $1.5 billion in assets and has longstanding ties to the wirehouse left to launch an independent practice with Sanctuary Wealth.

    NewEdge Advisors Hatches Unique Strategy to Fuel Acquisition Pipeline

    NewEdge Advisors Hatches Unique Strategy to Fuel Acquisition Pipeline

    Louis Diamond Quoted – By Diana Britton, WealthManagement.com – Service platform NewEdge plans a pivot to acquisitions with a focus on buying the practices of younger, growth-hungry advisors who will then buy and manage firms of retiring advisors in their own regions.

    Wall Street’s Still Hiring: Here’s where 14 recruiters say the jobs are, from multi-strategyhedge funds to fintechs

    Wall Street’s Still Hiring: Here’s where 14 recruiters say the jobs are, from multi-strategyhedge funds to fintechs

    Louis Diamond Quoted – Business Insider – Goldman Sachs, BlackRock, and BNY kicked off 2023 with layoffs affecting as many as 5,000 workers.

    Realistic Measures: Identifying What’s Portable and What’s Not

    Realistic Measures: Identifying What’s Portable and What’s Not

    By Louis Diamond, Barrons’s – A process by which advisors can assess what is “really” portable when considering a move.

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