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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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      • Mindy Diamond
      • Howard Diamond
      • Louis Diamond
      • Barbara Herman
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Services

Our 7-Step Process

A Strategic Approach—Designed for Success

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 process.

The Diamond Consultants 7-Step Process for Advisors™ is designed from over 25 years of experience to strategically guide the due diligence process—empowering advisors to make informed decisions and realize their Best Business Life™.

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.

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. We are delighted to serve as a resource – always in strict confidence and without agenda or expectation. We want to be your trusted advisor for the long haul.
  • 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 mean staying put. With unique connectivity and standing in the industry, we offer access to the entire waterfall of possibilities.

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 is never negatively impacted by our involvement.
  • If you are an independent business owner looking into mergers or acquisitions, we are compensated by the acquirer.
While making an introduction to a firm is the least significant part of what we do, in order for us to be compensated for our work on your behalf, and for us to have a seat at the table as your advocate, guide and negotiator, we must be the one to make that introduction.

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

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