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When Due Diligence Throws You a Curveball -
How to Maximize Growth When Adding One Client at a Time No Longer Seems Like Enough
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3 Key Elements of the Perfect Broker Dealer Partner Profile
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8 Steps to Take Before You Actually Make That Move
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Tuck-ins: Independence for Advisors Who Don’t Want to be That Independent
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The First Date: 5 Questions Every Advisor Should be Asking…And it’s Not About the Money
Transparent communication skills and a personal commitment to understanding the needs and goals of advisors.
As a seasoned and successful veteran of the recruiting industry, Deborah joined Diamond Consultants in 2006 during the early stages of the firm’s growth. A background in executive search, coupled with a keen ability to build relationships, resulted in the perfect combination for the firm and set the stage for her work in counseling many of the industry’s leading advisors and teams at wirehouse and regional firms, as well as the independent broker dealer and RIA space.
Known for her open and transparent communication skills, and a personal commitment to understanding the needs and goals of the advisors she works with, Deborah acts as their sounding board, educator and trusted partner throughout their journey of finding the right fit for the next stage of their business life.
Deborah is often called upon by the financial services media for commentary on financial advisor moves and news, and she is a regular contributor to Diamond’s blog for financial advisors.
This Boston University alumna graduated Summa Cum Laude with a Bachelor of Arts degree.
When not working with advisors, she can be found spending time with her family, doing volunteer work and traveling.
