February 13, 2025
Louis Diamond Quoted
By John Manganaro
The leaders of wealth management firms have a complex marketing and recruiting task: attracting talented financial advisors to the practice while also sending the right message to a diverse investing public.
It’s a task that Louis Diamond and April Rudin know well in their respective roles as the president of Diamond Consultants and the CEO of the Rudin Group. Though the former’s firm is more focused on advisor recruiting and the latter’s on marketing consulting, both have a wealth of practical knowledge regarding the best ways advisory firms can stand out from the crowd.
The duo shared some of their best tips and strategies during a recent ThinkAdvisor webcast (available for replay here), starting from the premise that effective marketing requires a genuine strategy and a commitment of effort and resources. It can’t be an afterthought or something left to an inexperienced intern.
