SERVICES

For Financial Advisors

Unrivaled industry expertise, connectivity, and a 360-degree view of the landscape.

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, exploring the next phase in your business life can feel daunting—and doing so without a strategy 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.

We couldn’t have made the transition without you. The process was overwhelming initially. You ended up saving us a ton of time and got us the right information. While the move was a lot of work, we made the right decision on the destination and it wasn’t an option we would have otherwise known about.
Wirehouse Advisor

Diamond Consultants 7-Step Process for Advisors

Rooted in over three decades of experience, our proprietary process strategically guides due diligence—empowering advisors to make informed decisions and realize their Best Business Life.

Roll over each step to learn more…

Education

An introduction that starts at the top: About you, about the landscape, about us.

Discovery

A guided appraisal to help clarify your objectives using our trademarked advisor assessment.

Customized Opportunity Set

A targeted and strategic set of options customized for your specific goals culled from over 400 options.

Individualized Due Diligence Playbook

A detailed action plan designed to guide the process, including key questions to ask prospective firms.

Compare, Contrast & Recalibrate

Time to step back, reassess, and put hard numbers to the shortlist. Our proprietary modeling tool compares every option side by side with staying put, projecting net payout and long-term enterprise value.

Negotiate

25+ years of deal-making expertise and proprietary data work on your behalf to procure the best possible economic package to meet your specific goals.

Transition Guidance

The culmination of a process that includes introductions to industry pros, attorneys and other transitioned advisors, a narrative to explain “the why” of a move to clients, and more.

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

Answers to our most frequently asked questions:

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.

FREQUENTLY ASKED QUESTIONS

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