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UBS loses $300M team to Stifel as wirehouse exodus accelerates -
Saving the Terminated Advisor’s Career
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Succession Planning: How 2 Independent Advisors Found Continuity – and Growth – Through Different Channels
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Is inertia holding you back? 5 questions to ask yourself
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Why Merge?
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How to answer when clients ask, “What’s in it for us?”
A unique combination of industry experience, education and knowledge of the wealth management space.
Wendy joined Diamond Consultants in 2008 after a successful 15-year career in finance with major U.S. and international banks. She brings a unique combination of industry experience, education (including an MBA from New York University’s Stern School of Business), and knowledge of the wealth management space to advisors.
Truly understanding an advisor’s business – including the successes, challenges and goals for the future – is Wendy’s objective. Her goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families.
Since joining the firm in 2008, Wendy has successfully counseled advisors transitioning within the wirehouse and regional firm space and guided breakaway brokers that made the move to independence. And when independent advisors and business owners are ready to explore changing broker dealers, moving to the RIA space, or planning for succession and M&A, they count on her financial background and business acumen to expertly guide them.
Wendy is a regular contributor to Diamond’s blog for financial advisors and contributes industry insights through social media.
Outside of the office, Wendy enjoys spending time with her family as well as travel, reading and cooking.
