Consultant. Recruiter. Thought leader. Coach. Trainer. Champion for personal growth and a life of congruence.
These words describe a woman with the personal drive to succeed – and a willingness to share that enthusiasm – like few others you will meet.
Mindy started Diamond Consultants in 1998 with nothing more than a pad, pen and phone, working from the bedroom floor in her home. The business became a “third child” that she nurtured and developed into one of the leading consulting and recruiting firms for financial advisors in the country.
Drawing from her own entrepreneurial experience, Mindy developed an organization that employs a unique relationship-driven approach that helps individuals and organizations achieve what she calls their “Best Business Life.” By counseling advisors on how to ask the right questions and “dig deep,” she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values.
Knowing full well that no single solution works for every advisor or every team, her personal, consultative style has been described as “selfless and objective,” and has transformed many careers in the advisory world. So when the industry’s most sophisticated advisors and teams are surveying the landscape, they call upon Mindy, who has guided some of the biggest and brightest to new levels of success. And when multi-generational teams with complex businesses are ready to outline the best path for the next phase of their business, they rely upon Mindy’s vast experience and understanding of how to manage the often disparate sensibilities of all parties involved.
Considered by the industry as one of the top thought-leaders, she is regularly quoted by national media outlets such as the Wall Street Journal, New York Times and CNBC, as well as industry publications including On Wall Street, Financial Advisor magazine, Investment News, and RIABiz. In addition to her weekly blog posts for financial advisors and active social media presence, she has shared her expertise on recruiting and career trends since 2004 in a monthly column for WealthManagement.com. Her appearance schedule includes webinars and keynotes at many of the industry’s top events, such as RIA Institute Forums, Pershing’s INSITE, Schwab IMPACT, Fidelity Executive Forum, InvestmentNews Roundtable, Fidelity Investments Practice Management and Recruiters Summit, MarketCounsel Summit, InvestinWomen, and Women Advisors Forum.
Mindy recently released an educational podcast series for financial advisors considering the independent model. “Mindy Diamond on Independence” is available on this website, as well as iTunes, Google Podcasts and other media outlets.
Among her accolades, Mindy was recognized as “One of the Top Financial Advisor Recruiters You Should Know” by Business Insider and also one of “New Jersey’s Best 50 Women in Business” by NJBIZ magazine.
The 1984 graduate from the George Washington University holds a Bachelor of Accountancy degree.
Mindy strives to “unplug” from Diamond Consultants when she can (“this is the one thing I really need to work on”) and live her own Best Business Life, which includes spending quality time with her family, travel, golf, reading and exercise. A lifelong learner, Mindy’s passion for excellence and desire to help others are qualities that many say are not learned, just part of her DNA.
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