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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Diamond Consultants

It’s an Advisor’s World as BD, RIA Options Multiply

It’s an Advisor’s World as BD, RIA Options Multiply

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.

Recruiting roundup: Mercer’s new compliance chief and Louis Diamond promoted

Recruiting roundup: Mercer’s new compliance chief and Louis Diamond promoted

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.

5 Lessons Learned in Our Own Succession Planning Process

5 Lessons Learned in Our Own Succession Planning Process

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.

Diamond Consultants Names Louis Diamond President To Increase Advisors’ Access to Personalized, Unbiased Career Counsel

Diamond Consultants Names Louis Diamond President To Increase Advisors’ Access to Personalized, Unbiased Career Counsel

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.

Recruiter Diamond Consultants Names New President

Recruiter Diamond Consultants Names New President

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. 

One Push Away from Starting Diamond Consultants

One Push Away from Starting Diamond Consultants

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.

Meet 9 top recruiters financial advisers should know as remote work sparks a wave of moves across the industry

Meet 9 top recruiters financial advisers should know as remote work sparks a wave of moves across the industry

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. 

Recruiting and Consulting Firm Founder Looks Back at Two Decades in Wealth Management Arena

Recruiting and Consulting Firm Founder Looks Back at Two Decades in Wealth Management Arena

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.

UBS loses $300M team to Stifel as wirehouse exodus accelerates

UBS loses $300M team to Stifel as wirehouse exodus accelerates

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.

Practice Management Female Advisors Wanted: What factors drive a female advisor to switch firms?

Practice Management Female Advisors Wanted: What factors drive a female advisor to switch firms?

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?

Recent News & Articles

  • Industry Update: Should You Consider a Move When Markets are Turbulent?
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  • The Path to Independence: 6 Key Elements to Consider Before Starting Your Journey
  • Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
  • UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
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