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

Industry Update: What the Wealth Management Landscape Looks Like Today

Industry Update: What the Wealth Management Landscape Looks Like Today

Mindy Diamond takes a close look at the ever-evolving landscape of the wealth management industry, outlining the “continuum” of models—comparing and contrasting features and benefits for financial advisors.

A Big Picture Look at the State of Recruiting

A Big Picture Look at the State of Recruiting

In this 10-minute update, Mindy Diamond explores the recent uptick in financial advisor recruiting activity, answers the questions we’re hearing most often from advisors, and shares the threshold question for advisors considering change.

The Post-Crisis World for Financial Advisors: 10 Predictions

The Post-Crisis World for Financial Advisors: 10 Predictions

There’s a new wave of evolution coming which we expect will impact advisors no matter where they work. The good news is much of these changes will be for the better. Mindy Diamond shares 10 predictions for what the wealth management world will look like.

On Weathering the Storm

On Weathering the Storm

In trying to determine how best to manage a business and add value through these turbulent times, Mindy Diamond found these 10 ways to refocus energy and attention helpful in moving forward on a more positive path.

Industry Update: Are the Wirehouses Getting Ready to Give Independence a Run for the Money this Year?

Industry Update: Are the Wirehouses Getting Ready to Give Independence a Run for the Money this Year?

Wirehouse recruiting seems to be on the upswing, exemplified by recent high-profile hires and deals like Morgan Stanley’s acquisition of E*Trade. Are the wirehouses ready to compete in the recruiting wars? Mindy Diamond explores the battle for talent.

Industry Update: The Bull Market for Advisors, Where They’re Moving to and Why

Industry Update: The Bull Market for Advisors, Where They’re Moving to and Why

In this segment of Industry Update for Financial Advisors, Mindy Diamond takes a look at where advisors are going, how movement is fueling the landscape’s evolution, and what’s serving as a “barometer” of change for the industry at large.

Industry Update: On Clashes, Sleeping Giants, and the Handwriting on the Wall

Industry Update: On Clashes, Sleeping Giants, and the Handwriting on the Wall

A new bi-weekly podcast segment that takes a look beyond independence into what’s going on in the wealth management world at large. 10-minutes on 3 key things happening now and the impact on how financial advisors serve their clients and grow their businesses.

The Top 7 Turnkey Models that are Rocking the Independent Landscape

The Top 7 Turnkey Models that are Rocking the Independent Landscape

In a greatly expanded landscape, many independent models exist that provide varying levels of freedom and flexibility. Louis Diamond joins the episode to help identify, compare and contrast the 7 most popular options available to breakaway advisors.

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Recent News & Articles

  • Everything You Need to Know About Independence: An Industry Update
  • Realistic Measures: Identifying What’s Portable and What’s Not
  • Why Merrill, Bucking Trend, Won’t Offer Independent Model for Advisors
  • Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd
  • Why Wealth Management is Goldman Sachs’ New ‘Crown Jewel’ with Dealmaking at a Standstill
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