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.
Mindy Diamond Featured – By Jake Martin, Citywire – Mindy Diamond stood to collect a hefty fee from yet another big deal that was cruising toward completion, and her stomach was in knots. The principal of an independent advisory firm managing $1bn or so in assets was deep into the process ofselling his business to a larger shop, in the $3bn-$4bn AUM range. Diamond was shepherding the seller through the transaction.
In this video, Mindy Diamond shares several ways a good recruiter can provide value to financial advisors who are considering how best to serve clients and grow their businesses.
By Mindy Diamond – Just as financial advisors are entrusted to serve their clients first and foremost, recruiters should be expected to do the same for advisors, particularly in what has become a more complex world to navigate. Here are common myths, along with expectations financial advisors should have when working with a recruiter.
By Mindy Diamond – WealthManagement.com – What do advisors who manage $2 billion, $500 million and $100 million in client assets have in common? I’ve found that integrity, objectivity and a fiduciary mindset guide their service model, in addition to a strong focus on creating a sustainable, growth-oriented business. That said, perhaps nothing can have a greater impact on an advisor’s business more than being in the right place to serve clients and grow the business with the greatest potential.
Podcast featuring Mindy Diamond – So happy to share my story to help inspire others to “relaunch” their careers. I really am living my Best Business Life.
By Mindy Diamond – What is the benefit of using a recruiter? Here are 5 ways a recruiter can help financial advisors identify if where they are is indeed the right place for them and their clients.
Mindy Diamond Quoted, OnWallStreet – Would Alex Rodriguez have landed his unprecedented $275 million contract with the Yankees without super-agent Scott Boras guiding him along the way? Would Vice President Joseph Biden think about running for President without trusted advisors by his side?
Mindy Diamond Mentioned – By Jason Lahita, RIABiz – I remember when I first interviewed with Joe Duran as he was forming United Capital Financial Advisers and working out of one of those rent-an-office spaces just off the UCLA campus in the Westwood section of Los Angeles. It was the size of a big broom closet. He tossed me the manuscript for “Start It, Sell It & Make a Mint” (Wiley, 2004), his latest book at the time, and told me to go read it, then come back and tell him what I’d learned. I honestly can’t remember what transpired in the second interview. Suffice it to say that I convinced him of my reading comprehension ability and won a job as his right-hand man.