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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Industry Updates

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.

A Special 5th Anniversary Episode: 5 Themes Driving Change in the Wealth Management Industry

A Special 5th Anniversary Episode: 5 Themes Driving Change in the Wealth Management Industry

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.

Industry Update on M&A: Why Buy? Tips for Those with Their Sights Set on Becoming an Acquirer

Industry Update on M&A: Why Buy? Tips for Those with Their Sights Set on Becoming an Acquirer

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.

2022 Transition Report: An Update on Advisor Movement in the Wealth Management Industry for H1

2022 Transition Report: An Update on Advisor Movement in the Wealth Management Industry for H1

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.

Industry Update: How to Maximize Your Career Enterprise Value

Industry Update: How to Maximize Your Career Enterprise Value

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.

Industry Update: Should You Consider a Move When Markets are Turbulent?

Industry Update: Should You Consider a Move When Markets are Turbulent?

It’s common for financial advisors to share that they are uncomfortable thinking about a move when the markets are unsettled. But how does an advisor know if now is the right time to consider change? Learn that and more.

Update on Transitions: Communicating the “Why” of a Move to Your Clients

Update on Transitions: Communicating the “Why” of a Move to Your Clients

A financial advisor’s move should be to improve client service because it’s the clients who drive business growth and value. Here’s how to communicate “what’s in it for them” so they can see the positive impact of the change.

Expert Advice on Portability: What You Need to Know to Prepare for a Move

Expert Advice on Portability: What You Need to Know to Prepare for a Move

Grier Rubeling, Advisor Transition Services, joins this special Industry Update episode to share practical portability tips and actionable transition advice for financial advisors considering or preparing to change firms.

Industry Update on M&A: If You Build It, Will They Buy It?

Industry Update on M&A: If You Build It, Will They Buy It?

Part 2 of 2 on M&A: For advisors who are reviewing their firm’s retire-in-place program, considering a recruitment deal, or looking to launch an independent firm, understanding the value on the open market is critical.

Industry Update on M&A: If You Build It, Will They Buy It?

Industry Update on M&A: If You Build It, Will They Buy It?

The excitement around M&A activity has many financial advisors considering their future. Is independence the right path? And if you build an independent firm, who will buy it? This episode compares and contrasts options.

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