Cattle Killers, Con Artists, and Crooked Advisors. How RIAs Can Avoid Rogue Hires.
Mindy Diamond Quoted
By Gary Stern
Three indicators that serve as an advisor’s calling card—their book of business, clients, and the sum total of assets and revenue generated, explains Mindy Diamond, the president and CEO of Morristown, N.J.-based Diamond Consultants, an advisory recruiting firm in its 22nd year of operation. “(Firms) are essentially getting to know the advisor more and understanding him or her as a person, not just their book of business,” Diamond says.