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

How to Optimize Your Business for Growth and Success: 8 Questions Advisors Need to Ask Themselves

How to Optimize Your Business for Growth and Success: 8 Questions Advisors Need to Ask Themselves

By Mindy Diamond, WealthManagement.com – Rising above the day-to-day tasks of your “job” to invest time in thoughtful strategizing and planning can be the gamechanger you’ve been looking for.

A Powerful Strategy for Financial Advisors Looking to Expand Reach and Accelerate Growth

A Powerful Strategy for Financial Advisors Looking to Expand Reach and Accelerate Growth

By Mindy Diamond, Forbes.com – Reaching clients and prospects has become equally challenging and auspicious—but there are efficient and effective ways for advisors to “get through.”

Michael Kitces on Everything Financial Advisors Need to Know About Growth

Michael Kitces on Everything Financial Advisors Need to Know About Growth

Industry rockstar Michael Kitces shares his thoughts on building a thriving practice, why scale isn’t everything, marketing, organic and inorganic growth strategies and much more. It’s a must-listen for every financial advisor and business owner.

5 Tips for Financial Advisors on How to Get From $500mm to $5B

5 Tips for Financial Advisors on How to Get From $500mm to $5B

A look at how financial advisors can take a giant leap in growth, for example, going from managing assets of $500mm to $5B or more. Financial advisor coach, podcast host and New York Times bestselling author Steve Sanduski joins the show.

Looking at M&A from the Acquirer’s Side of the Table

Looking at M&A from the Acquirer’s Side of the Table

Part 1 of 2 on M&A: Karl Heckenberg, president and CEO of Emigrant Partners, discusses how the firm’s value proposition, plus the well-established clout of the Milstein family, is representative of a “new breed of acquirers” in the RIA space.

Gaining Scale: Why it Matters to Your Advisory Practice

Gaining Scale: Why it Matters to Your Advisory Practice

By Louis Diamond – While bigger isn’t always better, the fact remains that smaller independent practices can benefit by understanding the example set by larger firms when it comes to “scale.” Simply put, most larger RIAs have optimized the management of capital, infrastructure, buying power and resources, resulting in a well-oiled machine that has mastered an optimal balance of organic and inorganic growth.

Chief compliance officers help drive growth at RIAs (Really!)

Chief compliance officers help drive growth at RIAs (Really!)

Mindy Diamond Mentioned – By Matt Sonnen, InvestmentNews – PFI Advisors continues to tout the benefits of professional management for RIAs. As Rich Gill of Wealth Partners Capital Group recently stated on the Mindy Diamond on Independence podcast, the first two non-client-facing executive-level hires for RIAs are typically the chief operating officer and the chief compliance officer. The COO is brought in to “…make sure the trains are running on time,” he said, while the CCO is hired to “de-risk the business.”

How This UBS Breakaway Team Increased Their Client Base by 50%

How This UBS Breakaway Team Increased Their Client Base by 50%

Doug John and Bryn Talkington join Mindy Diamond to discuss their break from UBS, the ability to better serve their ultra-high net worth clients and resulting extraordinary growth as the independent $1.5B RIA firm Requisite Capital Management.

Top 5 Ways Indie BDs Can Compete With RIAs

Top 5 Ways Indie BDs Can Compete With RIAs

By Louis Diamond, ThinkAdvisor – It’s not surprising that the RIA space often garners the lion’s share of attention in the press and with advisors considering the next chapter of their careers.

How Making Yourself Indispensable Can Drive More Value to Your Bottom Line

How Making Yourself Indispensable Can Drive More Value to Your Bottom Line

By Mindy Diamond – While a successful business may be built upon a foundation of strong leadership, smart and talented team members and finely-tuned operational processes, continual growth is based on something far more intrinsic. In a world where investment performance is a moving target, becoming indispensable can be more valuable in boosting your bottom line—and is certainly something more within your control.

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