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

Raymond James recruits Wells Fargo Mother Daughter team

Posted by Mindy Diamond

Think Advisor

 

 

Mindy Diamond Quoted
By Joyce Hanson

A team of Baltimore-based financial advisors with $200 million in assets under management and $2 million in annual production has jumped ship from Wells Fargo to join Raymond James’ independent broker-dealer channel, Raymond James announced.

Mindy Diamond, president and chief executive of Diamond Consultants, a recruiting firm in Chester, N.J., said the Meakem news signals that the move from wirehouse to independence is becoming more common.

“It doesn’t speak to anything being wrong or bad at Wells Fargo, by any means,” said Diamond, whose firm works with Raymond James. “It just speaks to the fact that more and more advisors are looking for greater autonomy and freedom, and for greater control over their professional destinies and bottom line. We’re watching more advisors leave the wirehouse world and go toward some version of independence.”

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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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