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

Bruce wins a Neal award! Mindy Diamond talks adviser movement, compensation and diversity [podcast]

Bruce wins a Neal award! Mindy Diamond talks adviser movement, compensation and diversity [podcast]

Mindy Diamond Featured – With Bruce Kellay and George Moriarty, Investment News – George Moriarty, our chief content officer, makes his inaugural visit to the podcast to chat about Bruce’s amazing Neal award. Mindy Diamond starts off the episode with a conversation about adviser movement, the wirehouses, compensation and why there aren’t more female RIAs.

A Special Year-End Industry Update: 10 Ways That 2020 Will Reshape Wealth Management in 2021

A Special Year-End Industry Update: 10 Ways That 2020 Will Reshape Wealth Management in 2021

In a year nobody could have predicted, financial advisors are reporting the best years of their careers and we’re seeing the greatest amount of movement in a decade. Mindy Diamond explores that phenomenon, plus reveals 10 emerging trends for 2021 destined to reshape the industry for financial advisors and firms.

The Wealth Management Landscape At A Glance: What Financial Advisors Need to Know

The Wealth Management Landscape At A Glance: What Financial Advisors Need to Know

By Mindy Diamond, Forbes.com – The ever-expanding wealth management industry landscape represents a waterfall of possibilities for every advisor and their clients. And having a clear understanding of the environment you’re building your business in is critical—regardless of whether you have a desire to move or not.

The Changing Landscape of Wealth Management

The Changing Landscape of Wealth Management

Mindy Diamond Quoted, Financial Advisor IQ – The landscape of the wealth management industry continues evolving at a rapid pace, but most firms fall into one of several buckets along a “continuum,” from the most restrictive models to the ones offering the most flexibility, according to one industry consultant.

Industry Update: A Deep Dive into the Wirehouses and Regional Firms

Industry Update: A Deep Dive into the Wirehouses and Regional Firms

Beginning her deep dive into the ever-changing landscape of the wealth management industry, Mindy Diamond explores the defining characteristics of wirehouse and regional firms, how they’ve changed in recent years, and much more.

Industry Update: What the Wealth Management Landscape Looks Like Today

Industry Update: What the Wealth Management Landscape Looks Like Today

Mindy Diamond takes a close look at the ever-evolving landscape of the wealth management industry, outlining the “continuum” of models—comparing and contrasting features and benefits for financial advisors.

The Driving Forces Behind Growth, Movement and Disruption

The Driving Forces Behind Growth, Movement and Disruption

By Mindy Diamond, WealthManagement.com – Control is driving the virtual tug of war between advisors. It’s an annual ritual for our firm: We gather the team together and take a long, hard look at what transpired over the previous 12 months. Working together, we examine deals both large and small, dissect the headlines, hearsay and study the players—all resulting in an annual report that we make available to professionals in the wealth management industry.

Keeping your head down is OK, but only if your eyes and ears are wide open

Keeping your head down is OK, but only if your eyes and ears are wide open

By Mindy Diamond – We hear it from advisors all the time: “Sure, things are far from perfect, but we’re keeping our heads down and waiting it out to see what happens next.” And it’s a perfectly fine response, provided that while you have your head down, your eyes and ears are open and you stay aware of what’s going on around you.

The 3-Year Challenge: Is your firm still right for you?

The 3-Year Challenge: Is your firm still right for you?

By Mindy Diamond – With an industry landscape that offers more choice and opportunity than ever before, advisors have little excuse to be living anything but their best business lives. Yet day-to-day relationship management and investment decisions take priority, so few rarely stop and take a close look at whether or not where they are is still serving their clients and business best—especially if they are not all that unhappy.

Mover’s Remorse: 3 Things You Can Do When it Turns Out the New Firm Isn’t All You Expected

Mover’s Remorse: 3 Things You Can Do When it Turns Out the New Firm Isn’t All You Expected

By Mindy Diamond – More often than you would think, advisors tell us that they made a mistake by leaving one firm to join another. Sometimes it’s because the move was made in haste: that is, the advisor didn’t fully vet the new firm or complete his due diligence. Other times, the advisor was sold the proverbial bill of goods—and he later finds out that the ability to manage and grow his business is severely limited.

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