• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
    • Diamond Consultants Advisor Transition Report 2022
    • NEW – Edward Jones Advisor Transition Report 2022 edition
    • Merrill Information Hub
    • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
    • Transition Announcements
  • Tools For Advisors
    • NEW – Diamond Consultants Advisor Transition Report 2022
    • NEW – Edward Jones Advisor Transition Report 2022 edition
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

Services

For Financial Advisors and Firms

Objective guidance combined with expertise that’s unmatched in the financial services landscape: That’s the cornerstone of what we do at Diamond Consultants.

Financial advisors, independent business owners and financial services firms alike consider Diamond Consultants their “go to” firm for help in distilling an ever-changing industry landscape. That means guiding them through the processes of recruitment, mergers and acquisitions, and succession planning with a key focus in mind: to serve as sounding board and trusted partner for the next stage of their business lives.

For Financial Advisors

Considering a change, but don’t know where to start? With an ever-changing and expanding waterfall of possibilities to choose from, it’s nearly impossible for an advisor to handle due diligence alone. Let us help by asking the tough questions, curating the dizzying array of options, then customizing the set of solutions and opportunities that meet your specific goals, so that you can focus on running your business. Learn more…

For Independent Business Owners

The landscape has presented both challenges and opportunities for independent firms. With a more onerous regulatory environment looming and the cost of doing business rising, independent advisors are exploring new ways to create a sustainable, growth-oriented business with real enterprise value. We can help guide you through M&A, succession planning, inorganic growth strategies, and other considerations for the next stage of your business. Learn more…

Our Process

Learn about our 7-Step Process for Advisors™ plus how we work, who we work for, how we are compensated, and more. Explore…

Case Studies

Stories of advisors we’ve worked with—their complex and sophisticated businesses, thought processes and the impact on their futures. Explore…

Representative Deals

While many of the deals we facilitated did not receive media attention, we’ve shared a sample of recent moves that did. Explore…
We're available to answer your questions. Contact us

Connect with us

Search

© 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

  • Leading Financial Advisor Recruiting Firm:
  • About
  • Services
  • FAQs
  • Articles
  • Podcast
  • News/Media
  • Tools/Resources
  • Contact
  • Our Locations
  • Privacy Policy
  • Site Map