October 17, 2016 – By Mindy Diamond, Financial Advisor Magazine – It’s natural to wonder whether where you sit is the best place to build your business and serve your clients. No doubt the DOL rule has fueled the thought process for those who work in organizations that are managed to the least common denominator. Yet while many advisors cringe at the thought of even considering a move, others move past the anxiety phase far more quickly once they recognize that there really may be a “better way”.
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October 11, 2016 – Diamond Consultants Quoted – By Kristan Wojnar, ETFdb.com – If you are a female advisor reading this now, have you ever thought about switching firms? And, if so, what factors would prompt you to make a change? If you are a male advisor and have a female advisor on your team, do you think she has thought about, or is thinking about, switching firms?
October 6, 2016 – Mindy Diamond Quoted – By Greg Iacurci, InvestmentNews – Merrill Lynch Wealth Management is poised to take on new leadership at the beginning of next year, as Andy Sieg, the head of Global Wealth and Retirement Solutions at Bank of America, takes over for current head John Thiel, the company announced Thursday.
September 23, 2016 – Louis Diamond Quoted – By Paul Katzeff, Investor’s Business Daily – You are hot. Your client book is growing. Now you are considering establishing your own practice, either by yourself or with one or two trusted colleagues. A key question you face is how to handle the tasks that a broker-dealer tackles.
September 21, 2016 – Mindy Diamond Featured in Podcast – Matt Baum interviews Mindy Diamond on his podcast series RIAcast.
September 13, 2016 – Howard Diamond Quoted, Monster – Job opportunities abound within the finance industry, including a demand for financial advisors and financial analysts, among other roles. Yet there is growing competition for talent. “In our business, it’s a seller’s market. Big firms and small firms want to recruit producing advisors — that’s how they grow inorganically. There’s a mad dash for them. The advisor population is aging, and younger talent is not coming in. Brokerage houses need a value proposition and to differentiate themselves from the pack.”
September 7, 2016 – By Mindy Diamond, WealthManagement.com – What do advisors who manage $2 billion, $500 million and $100 million in client assets have in common? I’ve found that integrity, objectivity and a fiduciary mindset guide their service model, in addition to a strong focus on creating a sustainable, growth-oriented business. That said, perhaps nothing can have a greater impact on an advisor’s business more than being in the right place to serve clients and grow the business with the greatest potential.
August 23, 2016 – By Mindy Diamond, WealthManagement.com – With all of the high-profile movement going on in the financial advisor landscape, one area of practice that seems to capture less of the limelight is the institutional advisory space. While institutional advisors—those whose clients are charitable organizations, corporations, retirement plans, Taft Hartley plans, municipalities, government entities and the like—represent a relatively small percentage of the financial advisor population at large, they typically have very successful businesses and are highly coveted by the competition.
August 4, 2016 – Mindy Diamond Quoted – By Michael Wursthorn, The Wall Street Journal – Another Merrill Lynch alumnus has returned to the Bank of America Corp. -owned brokerage, making him the latest “boomerang broker” among the four big Wall Street players. “Most advisers see all of the wirehouses as interchangeable and, in large part, they are,” said Mindy Diamond, president of wealth-management recruitment firm Diamond Consultants in Morristown, N.J.
Podcast featuring Mindy Diamond – So happy to share my story to help inspire others to “relaunch” their careers. I really am living my Best Business Life.
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