• 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
  • 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
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
    • 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
  • Tools & Resources
    • FAQs for UBS Advisors
    • FAQs for Merrill Advisors
    • Other Tools For Advisors
    • Subscribe to e-Newsletter

In the News

Swimming Upstream

Posted by Mindy Diamond

WealthManagement-com

By Mindy Diamond

So many financial advisors aspire to work with ultra-high-net-worth clients, you would think more of them would find their way to the rarified private wealth management or private banking divisions of the big Wall Street firms. But relatively few advisors occupy this space — even though many qualify based on the assets they manage and the kinds of clients they already work with. For the majority of advisors who don’t reside in big money-center cities, are looking to work for a well known firm and want upfront money, today’s wirehouses offer a good alternative.

Read more…

You may also be interested in...

Share
0

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...

    Recent News & Articles

    • What’s in it for Clients? 7 Ways They Can Benefit from an Advisor’s Transition
    • Raymond James introduces channel No. 4, a user-friendly RIA model after its three current channels — IBD, RIA and captive — make negligible net recruiting advances
    • Avoiding the Succession Cliff: Potential Paths for Soon-to-Retire Advisors
    • Next Gen Successors: You’re Not as Stuck as You Think You Are
    • Private Bankers Considering Change: What You Need to Know
    See. Here. Now.
    We're available to answer your questions. Contact us

    Connect with us

    Search

    © 2022 · 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