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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Thought Leaders

Building Enterprise Value: A Coach’s Advice for Advisors and Teams

Building Enterprise Value: A Coach’s Advice for Advisors and Teams

Ray Sclafani of ClientWise discusses the key areas that employee advisors and independent business owners can impact to influence sustainable growth, enhance client relationships, and ultimately build “exit” value.

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.

The Second Act: Barron’s Top 100 Advisor Shares Her Advice on Scale, Succession and Success

The Second Act: Barron’s Top 100 Advisor Shares Her Advice on Scale, Succession and Success

Erin Botsford of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a business, designed for scale, succession, and to be attractive to acquirers.

How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis

How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis

Matthew Jarvis rose from near bankruptcy to running a profitable independent financial advisory practice. He shares his story plus key teachings on extreme accountability and delivering massive value to clients.

Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View

Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View

Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as Chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.

Creating a Referral Engine: An Expert’s Advice on Asking for – and Receiving – the Right Introductions

Creating a Referral Engine: An Expert’s Advice on Asking for – and Receiving – the Right Introductions

Bill Cates has helped financial advisors move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients by accessing the power of referrals. Bill shares his best tips to create your own referral process with Louis Diamond.

Expert Advice for Non-Protocol Moves: What Advisors at Ed Jones and Other Firms Need to Know

Expert Advice for Non-Protocol Moves: What Advisors at Ed Jones and Other Firms Need to Know

While advisors successfully transition out of non-Protocol firms each and every day, doing so comes with added risks. Attorney David Gehn, whose expertise is in representing advisors in transition, shares advice with Jason Diamond.

Coach to the Advisor Elite: CEG’s John Bowen on What it Really Takes to Build a Blockbuster Business

Coach to the Advisor Elite: CEG’s John Bowen on What it Really Takes to Build a Blockbuster Business

What’s the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help advisors break through to the next level and accelerate growth.

Industry Guru Bob Veres on Achieving Excellence and Building the Advisory Firm of the Future

Industry Guru Bob Veres on Achieving Excellence and Building the Advisory Firm of the Future

Few in the financial services media that have the experience and name recognition of Bob Veres—and less are as outspoken. He candidly discusses the advisory firm of the future, growth, client service, technology, and the role of financial advisors.

Michael Kitces on Everything Financial Advisors Need to Know About Growth

Michael Kitces on Everything Financial Advisors Need to Know About Growth

Industry rockstar Michael Kitces shares his thoughts on building a thriving practice, why scale isn’t everything, marketing, organic and inorganic growth strategies and much more. It’s a must-listen for every financial advisor and business owner.

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Recent News & Articles

  • What’s the ‘Real’ Value of a Financial Advisor’s Business?
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  • Questions Every Advisor Should Ask Before Considering a Move: A Special Industry Update
  • Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value
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