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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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In the News

Group of Merrill Advisers Leaves to Form Florida Firm Offering Specialized Services

Posted by Mindy Diamond

The Wall Street Journal

Mindy Diamond Quoted
By Michael Wursthorn

A team of Merrill Lynch financial advisers who manage more than $1 billion resigned on Tuesday to form an independent advisory firm to offer more specialized services to clients, such as paying bills and providing advice on custom-designed investments.

Brokerage recruiter Mindy Diamond said the ability for advisers to offer family services is a big reason for teams to go independent. “A lot of advisers are looking for more ways to differentiate themselves,” said Ms. Diamond, president of Morristown, N.J.-based Diamond Consultants Inc. “In order to do so, they need to be able to offer services beyond investment management and credit management.”

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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