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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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      • Mindy Diamond
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Featured

Walking off into the sunset: Is it an ending or beginning?

Walking off into the sunset: Is it an ending or beginning?

By Mindy Diamond – You’ve spent a professional lifetime building a thriving business. You worked hard for your clients – many of whom are friends and family – to both protect and build their assets. Now it’s time to think about the legacy you want to leave; not only who will replace you as steward and who will go on to serve your clients, but also how you will monetize your life’s work.

Getting “Unstuck”: What is it Worth to You?

Getting “Unstuck”: What is it Worth to You?

By Mindy Diamond – There’s no doubt we have seen a dramatic shift in the industry – the transference of power from the firm to the advisor – yet many advisors still complain of feeling “stuck”. Their concern: facing unforgiven retention deals or recruiting packages that have not yet fully amortized. After all, many advisors jumped from one firm to another some 7 or 8 years ago when the industry was in free fall and the landscape looked very, very different.

Partnership Values: It’s a Relationship-Business

Partnership Values: It’s a Relationship-Business

By Barbara Herman – What happens when partners no longer share the same vision? Does a lack of consensus about the future mean the end of the relationship? Advisors are seeing more value in partnerships than ever before, acknowledging that it has become extremely challenging to be a sole practitioner and motivating many to join forces with other like-minded professionals.

But I still haven’t found what I’m looking for

But I still haven’t found what I’m looking for

By Wendy Leung – Taking the time to step back from the day-to-day demands of the business to assess personal and professional goals is a critical yet often overlooked exercise that can help financial advisors define and achieve their best business life. “But I still haven’t found what I’m looking for.”

What Moves the Needle

What Moves the Needle

By Mindy Diamond – “I am incredibly frustrated about my firm’s change in advisor compensation and the fact that it will cost me $XXX a year in take home pay.” Sound familiar? It does to us because the beginning of the year is a time when we see a significant rise in the number of conversations we have with FAs about this topic.

7 Trends That Financial Advisors Need to Watch for in 2015

7 Trends That Financial Advisors Need to Watch for in 2015

By Mindy Diamond – With 2014 almost in the bag – and 2015 only days away – it’s that time again to reflect on what’s behind us and project about the year that lies ahead. 2014 was a good year in a lot of ways. The markets cooperated and are up just over 7% as of this writing. The price of oil dropped significantly, and retail and housing sales are up. And, while there weren’t a great number of financial advisors that changed jerseys this year, the ones who did were paid huge premiums to do so, signaling the beginning of a real “seller’s market.”

The momentum for independence: real, sustainable and accelerating!

The momentum for independence: real, sustainable and accelerating!

By Mindy Diamond – Day 2 at MSUM14 proved that the momentum we are sensing around independence for financial advisors is real, sustainable and will likely accelerate based on a burgeoning number of options available and a new breed of young investors ready to fuel them.

The only time the thought of independence was greater: 1776

The only time the thought of independence was greater: 1776

By Mindy Diamond – The MarketCounsel Summit kicked off with the shot heard ‘round the financial advisor world. Rarely do you find such a fortune of financial wisdom gathered together in one place.

Morgan Stanley Snags $4.5B Brice Group From Merrill

Morgan Stanley Snags $4.5B Brice Group From Merrill

Mindy Diamond Quoted – By Dan Jamieson, Financial Advisor Magazine – Morgan Stanley said Wednesday it had landed the Brice Group, a $4.5 billion advisor team, from Merrill Lynch. They were very loyal to Merrill Lynch,” said recruiter Mindy Diamond, of Diamond Consultants LLC, who placed the team with Morgan Stanley.

$4.5B Team Jumps to Morgan in Latest ‘Coup’

$4.5B Team Jumps to Morgan in Latest ‘Coup’

\Mindy Diamond Quoted – By Suleman Din, OnWallStreet – Morgan Stanley has grabbed its second multi-billion-dollar team from Merrill Lynch in less than a month.

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