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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.

Avoiding the Post-Transition Blues

Avoiding the Post-Transition Blues

By Barbra Herman, InvestmentNews – Financial advisors may spend months, even years, performing the due diligence that leads them to their next best opportunity. Yet still, they often overlook some of the finer points that allow for a better post-move experience. Here are 8 tips to help advisors enjoy a less stressful experience during and after a move.

The Next Gen Dilemma: 5 Unique Realities Faced by Successors

The Next Gen Dilemma: 5 Unique Realities Faced by Successors

By Jason Diamond, WealthManaement.com – The path for next gen advisors can be wrought with some pitfalls, yet when walked with confidence and flexibility, it can be immensely rewarding.

The Gears of Change: How Evolving Expectations of 3 Key Stakeholders is Driving More Advisor Movement Than Ever Before

The Gears of Change: How Evolving Expectations of 3 Key Stakeholders is Driving More Advisor Movement Than Ever Before

By Louis Diamond, Barron’s Advisor – Financial advisors are seeking greener pastures that offer the ability to achieve something better for themselves and their clients.

Of Myths and Moving 2022

Of Myths and Moving 2022

By Mindy Diamond, WealthManagement.com – In a world that is evolving so rapidly, it can be easy to get “stuck” hanging on to misconceptions which may ultimately be hindering success.

If Not Another Wirehouse, Then What?

If Not Another Wirehouse, Then What?

By Jason Diamond, WealthManagement.com – Advisors considering change want something more than what they have at their current firm. The good news is that there’s plenty to choose from. But that’s the bad news, too.

Financial Advisors: What’s The Risk Of Staying Put?

Financial Advisors: What’s The Risk Of Staying Put?

By Mindy Diamond, Forbes.com – Many advisors feel that changing firms or models is just too risky. But what they may not realize is that there’s also a risk to staying put.

Looking Forward to 2022: 8 Emerging Trends That Have the Power to Transform Wealth Management—Again

Looking Forward to 2022: 8 Emerging Trends That Have the Power to Transform Wealth Management—Again

By Louis Diamond and Mindy Diamond, Wealthmanagement.com – A report on 2022 trends for financial advisors explores how the constant push towards something “better” is driving change and paving the way for the fastest evolution the wealth management industry has ever seen.

How to Optimize Your Business for Growth and Success: 8 Questions Advisors Need to Ask Themselves

How to Optimize Your Business for Growth and Success: 8 Questions Advisors Need to Ask Themselves

By Mindy Diamond, WealthManagement.com – Rising above the day-to-day tasks of your “job” to invest time in thoughtful strategizing and planning can be the gamechanger you’ve been looking for.

A Look Back at 2021: 7 Trends That Indicate it’s a Seller’s Market for Advisors and Independent Business Owners

A Look Back at 2021: 7 Trends That Indicate it’s a Seller’s Market for Advisors and Independent Business Owners

By Mindy Diamond & Louis Diamond, WealthManagement.com – A year of extraordinary success has put advisors and independent business owners right where they want to be. Despite the mark that Covid continues to leave on the economy and the world over, there’s good news to report as we make our way out of 2021: Advisors crushed it!

Mega-Moves: What’s Driving the Movement of Advisors and Teams Managing a Billion or More?

Mega-Moves: What’s Driving the Movement of Advisors and Teams Managing a Billion or More?

By Mindy Diamond, Forbes.com – Change is typically motivated by a combination of pushes and pulls. Yet in the case of financial advisors managing $1B+, those factors are even greater. What are some of the common motivations for these advisors to consider change?

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Recent News & Articles

  • Expert Advice for Non-Protocol Moves: What Advisors at Ed Jones and Other Firms Need to Know
  • In-Person or Remote: Either Works, but it’s Decision Time
  • My IBD was just sold. Now what?
  • Investing in Growth: Exploring KKR’s Attraction to $25B+ RIA Beacon Pointe
  • Financial Advisors: Is Now the ‘Right Time’ to Start Exploring Your Options?
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