Exclusive interview with Mindy Diamond and Louis Diamond – By Janet Levaux and Jeff Berman, ThinkAdvisor – Many advisors are choosing to work under the umbrella of a registered investment advisor, and the number of RIAs is on the rise. It’s now at 13,500 and has been growing by about 400–500 firms a year, according to the Investment Adviser Association and National Regulatory Services.
Mindy Diamond and Louis Diamond Quoted – By Ian Wenik, Citywire – RIA consulting and recruiting firm Diamond Consultants is keeping things in the family. The firm’s founder, Mindy Diamond, has elected to relinquish the title of president to her son, Louis, while retaining her CEO role. Louis Diamond will take over responsibility for Diamond Consultants’ day-to-day operations and advisor consulting practice, the company said.
By Mindy Diamond, Forbes.com – Almost every business journey starts the same way: An ambitious entrepreneur dreams of building an enterprise that will stand the test of time. However, I’ve seen far too many leaders — particularly those in the wealth management space — achieve their dreams of building a successful business, only to recognize the need to create a succession plan far too late in their journey. It doesn’t have to be this way.
Louis Diamond to join CEO Mindy Diamond in expanding the firm’s signature 360-degree counsel and industry-leading commentary; will lead the transformation of the firm into a streamlined enterprise.
Mindy Diamond and Louis Diamond Quoted – By Janet Levaux and Jeff Berman, ThinkAdvisor – Diamond Consultants has named Louis Diamond as its new president. Louis, previously executive vice president, takes the baton from Mindy Diamond, who remains CEO of the advisor recruiting and search firm she founded in 1998. The mother and son will continue to serve as consultants to advisors considering their career options.
Mindy Diamond on the One Away Show with Bryan Wish – In this episode of the One Away Show, Mindy Diamond switches seats to share her journey with host Bryan Wish of BW Missions.
Mindy Diamond and Louis Diamond Featured, Business Insider – Among the most visible financial adviser recruiters in the industry today — and the most-recommended by industry sources to Business Insider for this list — are Mindy Diamond and her son, Louis, who run Diamond Consultants with Mindy’s husband, Howard.
Morristown, NJ – Speaking with Mindy Diamond, Founder, President and CEO of Diamond Consultants, in her Morristown office today is a far cry from where she started some 20-years ago. Although she fondly recalls the early days of working from her bedroom floor, “With nothing more than a pad, a pen and a phone.” Today, Diamond is the leader of a 12-person team, which includes her husband Howard Diamond, a lawyer who serves as the firm’s COO and General Counsel, and son Louis Diamond, Executive Vice President and Senior Consultant.
By Amanda Schiavo, OnWallStreet – Last week, Stifel picked up an advisor managing nearly $300 million from Janney Montgomery Scott. The newest hires, advisors Ken Miller and husband-and-wife duo Tony and Bianca Urdes, joined the regional brokerage firm in Portland, Oregon. The team’s clients include early stage investors and ultrahigh-net-worth individuals.
Diamond Consultants Quoted – By Kristan Wojnar, ETFdb.com – If you are a female advisor reading this now, have you ever thought about switching firms? And, if so, what factors would prompt you to make a change? If you are a male advisor and have a female advisor on your team, do you think she has thought about, or is thinking about, switching firms?