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

Mindy Diamond: How to Win the Talent War in Wealth Management

Posted by Mindy Diamond

October 22, 2021
Mindy Diamond Interviewed
By Steve Garmhausen

Mindy Diamond

Mindy Diamond
Illustration by Kate Copeland

As one of the highest-profile recruiters in the wealth management industry, Mindy Diamond knows ruffling feathers in Wall Street’s C-suites is part of her job. “Yeah, they get pissed off at me sometimes,” says Diamond, who founded Diamond Consultants 25 years ago.

But Diamond, whose 14-person boutique is based in Morristown, N.J., says she’s an equal opportunity recruiter: She facilitates Wall Street breakaways, moves advisors from wirehouse to wirehouse, and on occasion even moves independent advisors back to the big brokerages. Speaking with Barron’s Advisor, Diamond weighs in on today’s ferocious competition for talent. She explains how advisors with strong books of business are using their leverage, and what small firms have to do to compete with deep-pocketed rivals. Finally, she reveals why firms that strike out in the competition for talent often have themselves to blame.

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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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