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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Perspectives Blog

Perspectives

Our weekly insights for advisors: Articles authored by our team designed to broaden your perspective and arm you with knowledge—because knowledge is power.

What’s the ‘Real’ Value of a Financial Advisor’s Business?

What’s the ‘Real’ Value of a Financial Advisor’s Business?

By Mindy Diamond, Forbes.com – For employee advisors who are taking a “bigger picture look” at their business, here are 3 valuation scenarios to consider that can help you determine if where you are currently practicing will allow you to maximize value at the end of the day.

The Inverse Grid: Is Your Firm Providing Enough Value?

The Inverse Grid: Is Your Firm Providing Enough Value?

By Jason Diamond, WealthManagement.com – When considering the products and services a firm provides in exchange for the revenue they keep, is it really a good value?

Employee Advisors at RIAs: Are They Fueling the Next Breakaway Wave?

Employee Advisors at RIAs: Are They Fueling the Next Breakaway Wave?

By Louis Diamond, FinancialPlanning.com – The line between working for an independent firm and a wirehouse is starting to blur for many advisors—and the lack of freedom and control, along with lackluster economics, has become a powerful motivator to consider other options.

Mind the Pendulum: What the Bank Crisis is Teaching Us About the Industry Landscape

Mind the Pendulum: What the Bank Crisis is Teaching Us About the Industry Landscape

By Jason Diamond, WealthManagement.com – The natural order is being tested in the wealth management industry. And it will be some time before we see who the real winners and losers are.

What Really Makes Financial Advisors Happy?

What Really Makes Financial Advisors Happy?

By Jason Diamond, WealthManagement.com – In a world driven by the bottom line, the root of contentment often lies behind less “easily measured” criteria

Assessing the Gap Between Where You Are and Where You Want to Be

Assessing the Gap Between Where You Are and Where You Want to Be

By Mindy Diamond, Forbes.com – A four-step process for financial advisors who are feeling the “pain of incongruence.”

Demystifying Due Diligence: An Insider’s Guide to this Important Process

Demystifying Due Diligence: An Insider’s Guide to this Important Process

By Jason Diamond, WealthManagement.com – Tips, tricks, and best practices to eliminate the angst experienced by many advisors who embark on the journey of exploration.

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

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

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

Meet the OSJ: An Option for Advisors Looking for Greater Support in Independence

Meet the OSJ: An Option for Advisors Looking for Greater Support in Independence

By Deborah Aronson, FA-Mag.com – While the acronym “OSJ” may be a familiar one, few advisors are aware of the features and benefits – and potential advantages – the model provides.

10 Ways Advisors Can Set Themselves Up for Success in 2023

10 Ways Advisors Can Set Themselves Up for Success in 2023

By Jason Diamond, WealthManagement.com – The new year serves as an inflection point—a reminder that it’s always a good time to get your ducks in a row.

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