While many see recruiters as “headhunters,” we define our role as that of a “consultant”—who strategically guides you through due diligence and serves as an advisor and expert negotiator in what can be a complex process. And as is standard in the industry, these services are available at no cost to you.
Nothing can have a greater impact on your professional life than ensuring that you’re in the best place to service your clients and grow your business. We objectively view your business from all angles to gain a clear understanding of your needs, goals, and even the frustrations you’re feeling. We ask the tough questions, then work to curate the dizzying array of options to define a focused, customized solution set that meets your specific goals. And we stay with you through the process, from negotiations on through to resignation.
Ultimately, we streamline the overwhelming complexities and do all the heavy lifting, so you can continue to focus on running your business. And it’s a process we’ve perfected since our inception in 1997 (having assisted advisors, teams, and business owners managing well over a quarter billion dollars in AUM).
Like purchasing a home or negotiating to sell a business, professional representation can only help you maximize your ability to live what we refer to as “your best business life.”
So whether you’ve just started to consider change or have already been exploring options, we’re happy to answer any questions you have without obligation and in the strictest of confidence. Just click here or call us at 908-879-1002.
We get it—no one likes a “sales call.” And unlike many of those calls you’re ducking and fielding, our goal is different: We don’t have a firm to pitch or a “hot deal” to sell.
What we do have is unmatched industry knowledge with connectivity and access to over 400 different firms and platforms—a unique treasure trove of intelligence built over more than two decades.
Plus, Diamond Consultants has a proven track record of having moved over $250B in assets for advisors, teams, and business owners—which has resulted in trusted partnerships and deep, long-standing relationships throughout the industry.
And we’re open to sharing all that with you—without obligation and in the strictest of confidence.
So why not pick up the phone next time we call? You might be surprised by how different we really are.
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.
Our support and expertise are available to you with absolutely no obligation or expectation. We want to be a trusted resource and partner to you—no strings attached. And if we believe you will be best served by staying with your current firm, we will let you know and guide you accordingly.
We are an independent entity and are “firm agnostic,” covering the entire industry landscape—from the traditional brokerage, boutique, and regional firms, to the entire waterfall of possibilities within the independent broker dealer and RIA space. Our vast network is one of our main differentiators, extending across over 400 distinct entities.
And because we do not accept retainer fees or “buy-side” assignments from any firm, we remain totally objective. Our only mission is to represent YOU: To help guide you in identifying what’s best for you and your clients—even if that results in you choosing to stay with your current firm.
As you should be! Nothing is more important to us than ensuring confidentiality at all levels.
Our professional standards are built around protecting your privacy: We will never share your name or any identifying information with anyone without your express permission.
Plus, serving as a single point of contact for all firms you may engage with keeps the circle tight and enables us to manage the minutia that accompanies the due diligence journey.
We speak with advisors who are likely never going to move, advisors who are just curious about their options in this ever-changing landscape, and advisors who are frustrated with one foot out the door. It is never too early – or too late – to start getting educated. No matter what position you’re in, we believe that getting educated about your options is crucial to your continued success and happiness.
Even advisors with large networks of contacts can benefit from having a trusted, objective partner to advise them. We can help streamline and customize what can be an overwhelming process, and will do so with your best interests in mind. In addition, we are highly skilled negotiators, ensuring that should you choose to make a move, you get the best deal possible.
No, we work with advisors and firms throughout the country.
Our first piece of advice for a terminated advisor is, “Don’t panic.” Although you will need to move quickly and be proactive in protecting yourself and your clients, termination is not the end of the road. We will do our best to help you find a new home for you and your business.
You may want to read: Surprise: You’ve Been Terminated!
In a word: Yes! Independence is where the puck is heading for many advisors—even some who considered themselves “lifers” at their traditional brokerage firms. If you’re entrepreneurial and value the long-term economics, we can help guide you into evaluating and making that breakaway leap.
You may be interested in our podcast: Mindy Diamond on Independence.
With over two decades of experience helping independent business owners grow and sustain their businesses, we are well-positioned to guide you on the path to success. Whether you’re interested in M&A, looking to offload back office minutia, searching for a capital or strategic partner, or looking for your next gen succession plan, we can help.
If you’re ready to talk, click here to contact us or call 908-879-1002. We’re happy to answer any questions you may have—and there’s no obligation or expectation.
In the meantime, we offer a wealth of information right on this website to help you start your journey. From our weekly Blog for advisors, to our Tools & Resources and our Podcast on independence—each are designed to help educate you on the landscape and the exploration process.
Have other questions?
Please note that all requests are handled with complete discretion and confidentiality.