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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
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      • Kelly Griffiths
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    • NEW – Diamond Consultants Advisor Transition Report 2022
    • NEW – Edward Jones Advisor Transition Report 2022 edition
    • NEW – Merrill Advisor Transition Report 2022 edition
    • NEW – UBS Transition Report 2022 edition
    • Merrill Information Hub
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Frequently Asked Questions

How do you get paid?

If you are an advisor, we work with you at no direct cost. We are compensated by the firm, platform, or broker dealer you join.

While making an introduction to a firm is the least significant part of what we do, for us to work on your behalf and to have a seat at the table as your advocate, guide, and negotiator, we must be the ones to make that introduction.

If you are an independent business owner looking into mergers, acquisitions, or monetizing a minority portion of your equity, we are compensated by the acquiring party.

Plus, based on our understanding of the marketplace, reputation, and comparable transaction experience, we can often negotiate for a more favorable financial outcome on your behalf.

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