What does an advisor need to know when embarking upon due diligence? In the second of this 2-part series, Mindy Diamond and Jason Diamond provide the key steps to a strategic process with focused outcomes.
Mindy Diamond and Louis Diamond share perspectives from their unique vantage point on the impact of the banking crisis on advisor movement, their clients, and the wealth management industry at large.
What is the relevance of two $10mm teams leaving Merrill within one week’s time? Mindy Diamond and Louis Diamond answer that question, sharing case studies on the moves citing unique drivers and more.
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.
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.
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.
A podcast that started 5 years ago exploring independence for financial advisors evolved to offer a wide range of topics and guests from throughout the wealth management industry. This special episode explores the most popular themes.
When it comes to M&A, there are plenty of independent business owners and wirehouse advisors who have their sights on becoming acquirers, yet it’s an incredibly competitive environment with more buyers than sellers. Here’s how to compete and win.
10 top trends from Diamond Consultants Transition Report, the first of a bi-annual series of reports for financial advisors. A comprehensive, data-driven exploration of financial advisor movement over a specific timeframe.
Advisors invest their time, energy, and talents in serving clients and fostering business growth. Ultimately, they are creating career enterprise value. Here’s how to maximize that value.
