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

Practice Management Female Advisors Wanted: What factors drive a female advisor to switch firms?

Posted by Mindy Diamond

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Diamond Consultants Quoted
By Kristan Wojnar

If you are a female advisor reading this now, have you ever thought about switching firms? And, if so, what factors would prompt you to make a change? If you are a male advisor and have a female advisor on your team, do you think she has thought about, or is thinking about, switching firms?

According to Diamond Consultants (in a report published by Pershing), a New Jersey-based consulting firm that specializes in recruiting financial advisors, “When a woman chooses to make a change, it’s typically because of cultural dissonance with her firm. Women want to control the client experience as well as their own professional lives. Most senior women advisors are very well-heeled; they are in the business because they want to work, not because they have to work. They are looking for a place that fosters a quality professional life and lets them serve their clients as they see fit.”

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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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