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

Recruiter’s prediction: Where advisors will go in 2019

Posted by Mindy Diamond

By Mindy Diamond

Here are six crucial areas financial advisors need to watch over the next year

For advisors, 2018 was all about adapting to major transformation. For firms, it was about the battle for control which left advisors at a crossroads of accepting themselves as agents of their firms or crafting creative ways to break free.

Quite a bit of movement characterized this year, especially among top-of-the-food-chain advisors. By our count, 24 $1 billion-plus teams have moved to date, only two of which went to another wirehouse. Leading the uber-competitive recruiting race were First Republic Wealth Management, JPMorgan Securities, RBC Wealth Management and the independent space.

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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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