• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
  • Services
    • For Financial Advisors
    • For Financial Services Firms
    • For Independent Business Owners
    • Our Process
    • Case Studies for Financial Advisors
    • Representative Deals
  • FAQs
  • Blog
  • Podcast
    • Industry Update
    • Independence 101 Series
  • News/Media
  • Tools/Resources
    • FAQs for Merrill Advisors
    • FAQs for UBS Advisors
  • 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
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Laura McGreevy
      • Caryl Felicetta
    • Testimonials
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
    • For Financial Services Firms
      • Recruiting
      • Sell-Side M&A Advisory
    • Case Studies for Financial Advisors
    • Representative Deals
  • FAQs
  • Blog
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • News/Media
    • Moves in the News
  • Tools/Resources
    • FAQs for UBS Advisors
    • FAQs for Merrill Advisors
    • Other Tools For Advisors
    • Subscribe to e-Newsletter

Services

For Financial Advisors

Unrivaled Industry Expertise, Connectivity and a 360-Degree View of the Landscape

That’s the Diamond Consultants Advantage for Financial Advisors

Advisors often reach a point in their careers when they wonder if where they are is the best place to serve their clients, grow their business and enable them to live what we call their “Best Business Life™.”

Yet in a vastly evolved industry landscape, finding your way can be a time-consuming and daunting process.

More than a recruiter.

To successfully comprehend and navigate the wide array of options, you need more than a recruiter. You need an unbiased advocate with unmatched intelligence on the industry landscape. One with a 360-degree view, who distills all of the information – so you don’t have to – and provides a customized opportunity set based only on those which fit your requirements. And then remains actively involved in the process as your trusted counsel and objective guide.

With more than 25 years of experience and deep, long-standing relationships, Diamond Consultants has served as that counsel and guide to literally hundreds of top advisors and business owners across the country. It’s a track record of success in helping advisors like you find the right opportunity – not simply the most obvious solution – whether you’re a W-2 employee advisor considering a move to another wirehouse, regional or boutique firm; have questions about the many versions of independence; are looking to change independent broker dealers; or are an independent business owner interested in exploring M&A.

A Strategic Approach Designed for Success:
Diamond Consultants 7-Step Process for Advisors™

Curious? Rollover to learn more about each step...
An introduction that starts at the top: about you, about us, about the landscape.
A guided appraisal with our trademarked Defining Your Best Business Life assessment to help clarify your objectives.
A collection of curated recommendations, both strategic and customized for your specific goals.
A detailed action plan designed to guide the process, including key questions to ask of prospective firms.
A break point in which you take a step back, reassess, compare/contrast and stress test the solution set.
A critical element of the process which relies on our 20+ years of deal making expertise to procure the best possible economic package that meets your specific goals.
And finally, steering you towards the finish line the culmination of a process designed to help you ultimately achieve Your Best Business Life.

Exploring the next phase in your business life with an arbitrary approach can limit your true potential and ultimate success.

This important decision is best served when guided by a trusted and objective expert whose focus is on the advisor—and steered by a proven “advisor first” process.

The Diamond Consultants 7-Step Process for Advisors – rooted in over 2 decades of experience – strategically guides the due diligence process—empowering advisors to make informed decisions and realize their Best Business Life.

Advisors are curious about how we work, who we work for and how we are compensated. We get that.

The following answers some of the most frequently asked questions we’re asked.

  • It’s never too early to contact us. We are equally motivated to speak with you whether you are serious about making a move, or simply curious about your options—always in strict confidence and without agenda or expectation.
  • It’s about YOU. We get to know your business and your goals thoroughly before ever discussing potential options or opportunities.
  • We are completely objective. We do not accept retainer fees or work for any one firm so we can be entirely impartial and focus only on the best solution for you—which may ultimately mean staying put.

How we are compensated:

  • If you are an advisor, we work with you at no cost. We are compensated by the firm you join and your transition package and payouts are not negatively impacted by our involvement.
  • If you are an independent business owner considering a merger or acquisition, we are compensated by the acquirer in a transaction and never charge a retainer fee or require an exclusive engagement.
  • If you are building an RIA firm, our fee can be offset by the startup budgets often provided by the RIA custodians (details of which are defined at initiation).

While simply making an introduction to a firm is the least significant part of what we do, engaging with us early in the process allows us to have a seat at the table as your advocate, guide and negotiator.

Let’s talk…

Contact us to schedule a confidential conversation.

Allow us to help you look at your options through a different lens.

Call us today at 908-879-1002 to schedule a free consultation.

We're available to answer your questions. Contact us

Connect with us

Search

© 2021 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.

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