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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth

From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth

Rory O’Hara founder of Ausperity Private Wealth discusses his journey from cold-calling trainee at Merrill, to building a business managing $500mm in client assets, to making the leap to independence as a young team.

Financing Independence: A Lender’s Perspective on  Breakaway Transitions, M&A and Succession

Financing Independence: A Lender’s Perspective on Breakaway Transitions, M&A and Succession

James Hughes of Live Oak Bank discusses debt financing for prospective breakaway advisors looking to de-risk a leap to independence or payoff a note balance, or business owners seeking funds for acquisitions or succession planning.

Advisor Transition Report: An Update on Advisor Movement Over the Course of 2022

Advisor Transition Report: An Update on Advisor Movement Over the Course of 2022

Louis Diamond and Jason Diamond discuss the findings of the latest Financial Advisor Transition Report for 2022, featuring data on financial advisor movement, transition deals, and case studies.

20X Growth in 10 Years: A $20B RIA on Embracing the Value of Private Equity and Interdependence

20X Growth in 10 Years: A $20B RIA on Embracing the Value of Private Equity and Interdependence

Michael Nathanson of The Colony Group discusses how interdependence fostered the growth of the RIA, equity partner Focus Financial, and their unique culture, curated services, and acquisition strategy.

Zero to $1B:  How a Lincoln Financial Ensemble  Found a New Independent Path with SagePoint

Zero to $1B: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint

Shane Morrow discusses leaving the insurance-based independent broker dealer with a team of experienced partners and how their new firm IronBridge Wealth Counsel has thrived with SagePoint Financial, an IBD under the Advisor Group umbrella.

From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice

From Merrill to Hightower to $3B RIA: How Verdence Doubled Twice

Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first with Hightower and 5 years later launching an RIA.

Finding Your Unfair Advantage: David Canter on Bluespring, M&A, RIAs, and more

Finding Your Unfair Advantage: David Canter on Bluespring, M&A, RIAs, and more

The new president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective on M&A, independence, business ownership, and more.

Everything You Need to Know About Independence: An Industry Update

Everything You Need to Know About Independence: An Industry Update

A quick yet thorough education for advisors on the independent space answering the questions that many of our advisor-clients ask us during due diligence.

Andy Sieg:  A Candid One-on-One  With the Leader of the Merrill Thundering Herd

Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd

The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, in a candid one-on-one interview with Mindy Diamond.

The Most Valuable Advice for Advisors and Business Owners

The Most Valuable Advice for Advisors and Business Owners

An annual digest of the 2022 season’s most ground-breaking commentary for financial advisors and business owners on topics including autonomy, change, clients’ needs, succession, next gens, growth, and much more.

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Recent News & Articles

  • From Cold-Calling to $500mm Breakaway: A Former Merrill Advisor’s Team-Based Approach to Growth
  • As Wealth Managers Move To Diversify Customers’ Idle Cash, SVB’s Own Advisors Head For Exits
  • Soul-searching wealth advisors ponder banking turmoil: Where do I want to work?
  • Financing Independence: A Lender’s Perspective on Breakaway Transitions, M&A and Succession
  • Winners and Losers: The Year that Was in the Wealth Management Recruiting Space
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