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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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      • Mindy Diamond
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RIA

What’s the ‘Real’ Value of a Financial Advisor’s Business?

What’s the ‘Real’ Value of a Financial Advisor’s Business?

By Mindy Diamond, Forbes.com – For employee advisors who are taking a “bigger picture look” at their business, here are 3 valuation scenarios to consider that can help you determine if where you are currently practicing will allow you to maximize value at the end of the day.

6 Missteps that Trip Up Brokers Who Leave Big Wall Street Firms

6 Missteps that Trip Up Brokers Who Leave Big Wall Street Firms

Louis Diamond Quoted – By Cheryl Winokur Munk, Barron’s – For wirehouse advisors considering a leap to the independent channel, getting the process right can mean the difference between a smooth landing and a face-flop.

$6.5-Mln Merrill Family Team Jumps to Raymond James in Ohio

$6.5-Mln Merrill Family Team Jumps to Raymond James in Ohio

By Mason Braswell, AdvisorHub – Raymond James Financial has wooed a large family team that had generated $6.5 million in annual revenue at Merrill Lynch Wealth Management in Zanesville, Ohio.

$1B+ Multi-Generational Merrill Breakaway Team Leaves Behind the Big Brand to Gain “More” for Clients

$1B+ Multi-Generational Merrill Breakaway Team Leaves Behind the Big Brand to Gain “More” for Clients

Matt Liebman, Founding Partner and CEO of RIA firm Amplius Wealth Advisors discusses the complexity of considering change with a multi-generational team, the difficulty of walking away from a big brand name, and how that influenced his choice to build an independent firm.

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

Key insights shared by recent breakaway advisors and independent business owners curated from the 2021 season of the podcast series for financial advisors. Topics include why they chose independence, motivations to change, impact to clients and more.

Looking to Move On? If You’re an Advisor, You’re in Luck.

Looking to Move On? If You’re an Advisor, You’re in Luck.

Louis Diamond Quoted – By Charles Paikert, Barron’s – It’s not just a seller’s market for RIA owners. Advisors looking for greener pastures are also finding demand for their skills is outstripping supply. Louis Diamond, president of Diamond Consultants, which specializes in executive search for RIAs, agrees. “Every firm is on the hunt for quality talent,” Diamond says.

Mega-Moves: What’s Driving the Movement of Advisors and Teams Managing a Billion or More?

Mega-Moves: What’s Driving the Movement of Advisors and Teams Managing a Billion or More?

By Mindy Diamond, Forbes.com – Change is typically motivated by a combination of pushes and pulls. Yet in the case of financial advisors managing $1B+, those factors are even greater. What are some of the common motivations for these advisors to consider change?

Creating Continuity: A UBS Breakaway on Building a Virtual Multi-Family Office

Creating Continuity: A UBS Breakaway on Building a Virtual Multi-Family Office

Rich Mullen of $1.75B RIA platform Pallas Capital Advisors shares creative ways he grew the business serving ultra-high net worth clients with a level of continuity that he could not achieve on his own or as an employee of UBS.

IBD vs. RIA Revisited: Two Independent Pathways for Advisors to Consider

IBD vs. RIA Revisited: Two Independent Pathways for Advisors to Consider

By Mindy Diamond – When it comes to freedom and control, there are key differences amongst the independent broker dealer (IBD) and registered investment advisor (RIA) spaces that every advisor should be aware of.  

‘Crawl before you run’ and ‘wear all the hats’: Uncensored tips for going independent

‘Crawl before you run’ and ‘wear all the hats’: Uncensored tips for going independent

Louis Diamond Quoted – By Lynnley Browning, Financial Planning – Financial advisors increasingly want to work for themselves. “Newly independent advisors often become so intoxicated by opportunity (establishing ancillary business lines, M&A opportunities, participating on social media and in the press and literally screening out hundreds of vendor options) that they sometimes lose sight of the basics.

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