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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Podcast for Financial Advisors: Industry Update

It’s impossible to talk about independence without addressing the industry at-large. That’s because the independent space itself was born as a result of changes within the landscape—an ongoing evolution cultivated by shifting advisor sentiment and client expectations.

So to address requests from listeners of our flagship podcast series, Mindy Diamond on Independence, these episodes take a broader look at what’s going on in the wealth management world and the impact on an advisor or business owner’s ability to serve their clients and grow their businesses.

Get notified of updates to the series…

Everything You Need to Know About Independence: An Industry Update

While independence has become a more mainstream path for those considering change, we find that many advisors are still not completely aware of the options available in a continually evolving landscape. In this episode, Jason Diamond offers a quick yet thorough education on the independent space answering, the questions that many of our advisor-clients ask us during due diligence. play Listen…

Everything You Need to Know About Independence: An Industry Update

Industry Update on 2023: 10 Emerging Trends to Put on Your Radar

The CAN’T MISS episode of the year! Mindy Diamond and Louis Diamond go out on a limb to share predictions for 2023, gleaned from their unique perspective on all the things most important to advisors, including recruiting and deals, competition, incentives, vulnerability, and much more! It’s the one episode that serves as a guide to setting expectations for the new year for advisors and business owners alike. play Listen…

A Special 5th Anniversary Episode: 5 Themes Driving Change in the Wealth Management Industry

While the podcast series started out 5 years ago exploring the independent space, Mindy Diamond on Independence evolved to sharing a wide range of topics and welcomed guests from throughout the wealth management industry. As a result, it became a “go-to resource” for advisors looking to stay current on a changing wealth management landscape. In this special episode, Mindy Diamond and Louis Diamond explore the most popular themes for financial advisors and independent business owners. play Listen…

Industry Update on M&A: Why Buy? Tips for Those with Their Sights Set on Becoming an Acquirer

Industry Update on M&A: Why Buy? Tips for Those with Their Sights Set on Becoming an Acquirers

When it comes to M&A, there are plenty of independent business owners and wirehouse advisors who have their sights set on becoming acquirers, yet it’s an incredibly competitive environment with more buyers than sellers. This episode looks at the buy-side perspective, the attributes needed to become an attractive acquirer, the characteristics of prospective targets, examples of ex-wirehouse teams that have become effective acquirers, and more. It’s a well-rounded episode designed to offer useful takeaways for advisors and business owners alike. play Listen…

2022 Transition Report: An Update on Advisor Movement in the Wealth Management Industry for H1

Which firms are top in recruiting and which are losing? Why are advisors at big brokerage firms changing jerseys so often? Why are independent advisors making moves? These are just some of the questions advisors ask on a regular basis—yet the answers can seem hard to come by. So, in this special episode, Louis and Jason Diamond introduce the findings from the Diamond Consultants Transition Report, the first of a semi-annual review of advisor movement in the wealth management industry. They share a background on the data, 10 key findings, representative deals, and more. Plus, visit the episode page to download the report. play Listen…

2022 Transition Report: An Update on Advisor Movement in the Wealth Management Industry for H1

The Complete Industry Update Series

  • The new president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective on M&A, independence, business ownership, and more.
  • Everything You Need to Know About Independence: An Industry Update
    A quick yet thorough education for advisors on the independent space answering the questions that many of our advisor-clients ask us during due diligence.
  • An annual digest of the 2022 season’s most ground-breaking commentary for financial advisors and business owners on topics including autonomy, change, clients’ needs, succession, next gens, growth, and much more.
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