“It’s been a long exploration, a long due diligence, a long dating period and timelines kept changing with Covid-19 to transition—but THANK YOU for being our rock during this scary and exciting time of our careers. You were extremely helpful every step of the way and always provided multiple perspectives for each option. The education and guidance you provided were never a push in one direction or another, but always informative of the pros and cons of each option. I’m very grateful for all that you did for over the last 18 months and I know my partners are as well. ”
~ Wirehouse to Raymond James & Associates
“I really appreciate your thoroughness and can’t thank you enough for all of your guidance along the way. Feeling both excited and nervous about the move, but really happy that we chose this path! You showed us options that we never would have thought of.”
~ Advisor Forming own RIA
“Thank you for all the time you spent guiding us over the years. You played a key role in making this move happen. We really appreciate your patience and always having our best interests at heart.”
~ Wirehouse to Wirehouse
“I actually remember chatting with Barbara, and first and foremost, I said, ‘No, I want to go independent. No, I don’t want to talk to anybody else. I just want to be able to make my own decisions.’
And she did a great job of slowing me down. We probably spent six months of due diligence looking at what all the various options were out there. I was adamant about doing this myself, and Barbara was very much understanding, still saying, ‘Hey, let’s explore other opportunities, and here’s why.’ And here we are at an independent firm that checked off all of what we really wanted and needed.”
~ Advisor going Independent
“I ask myself this question regularly: What would you do if you weren’t afraid? That was an important litmus test. So that was number one. Number two, thanks to Mindy and Deborah. You gave me the opportunity that I needed to learn.”
~ Ahmie Baum (from podcast) – Wirehouse to RIA
“Diamond Consultants is on my personal board of directors. Although I’m not going anywhere at the moment, I trust they will give me the right information, keep me up to date and have my back.”
~ Wirehouse advisor in exploration mode
“I would not be here without you, Mindy, and your awesome team. The counsel and advice that you provided were invaluable. You are changing an industry and giving courage to advisors like me to become fiduciaries. You totally ROCK!!!”
~ Multi-generational team to independence
“Just wanted to thank you for all your help in our transition from Merrill to independence. In the first two months we moved well over 90% of our accounts and now are generating more in revenue than we ever did at Merrill. The entire team at our new platform has been great and it has been a wonderful breath of independent fresh air.
This was a difficult decision after a long career at Merrill but was a perfect move in the end. Thank you.”
~ Wirehouse advisor who moved to independence
“Just wanted to thank you for all your help in our transition from Merrill to independence. In the first two months we moved well over 90% of our accounts and now are generating more in revenue than we ever did at Merrill. The entire team at our new platform has been great and it has been a wonderful breath of independent fresh air.
This was a difficult decision after a long career at Merrill but was a perfect move in the end. Thank you.”
~ Wirehouse advisor who moved to independence
“As powerful advocates on our behalf, Diamond Consultants helped us identify, negotiate with and move our practice to an organization that offered us virtually everything we were searching for.”
~ Private Banker who moved to First Republic Private Wealth Management
“After 22 years as an RIA principal, I wanted to join forces with another RIA firm. So I contacted Diamond Consultants. In just a few conversations it was clear that they understood the market like no one else I had spoken to. And their process was flawless: After taking the time to fully understand me, my firm and clients, they were able to make an introduction to another firm that was a perfect fit.”
~ RIA principal who sold to a national RIA acquirer
“One of the hardest things to do in any business is to establish trust and confidence over the telephone. Diamond Consultants did that, and then some! By periodically providing updates on the industry, they kept me up-to-date so I knew I always had options. But, more importantly, I knew who to call when I was ready to explore. They helped guide me through the process of identifying the right options for me and my business.”
~ Bank advisor who moved to another bank
“After following Diamond Consultants on social media and reading their weekly articles, I recognized that their style and expertise was exactly what I needed. So when I was ready to make a move, they were my first – and only – call. They worked at my pace and on my timeline to move my practice to a firm that helped me scale the business significantly with the right technology, partners and infrastructure to serve my clients.”
~ Advisor who changed independent broker dealers
“Your firm helped me breakaway from UBS and land on a platform for transitioning advisors. I ultimately pivoted to my own RIA. In 8-years as a single advisor firm, we have built that into a $750M AUM firm with $3.5mil in annual revenue and $2.5 mil in profits. Not bad, considering I made $660k my last year at UBS.”
~ Wirehouse advisor who moved to independence
“Their consultative search process and sensitive approach in managing advisor relationships are not only seen as special, but as a defining piece of the Diamond Consultants’ brand experience.”
~ Wirehouse regional manager
“I worked for a wirehouse for the better part of 20-years when I began wondering what the next phase of my career would look like. I knew I wanted more control over my business as well as the freedom and autonomy to truly put my clients’ interests first. Diamond Consultants showed me that there was more than one way to achieve the independence I was looking for and introduced me to a number of unique opportunities I would never have otherwise been aware of. They worked with me every step of the way to help me join an independent wealth management firm and to make my dreams a reality.”
~ Wirehouse advisor who joined an established independent firm
“Diamond was about my needs, my goals, my aspirations, my future—and not about ‘selling’ me into something that could prove to be a bad fit or career move. I was grateful I could trust them and that they always had my best interests at heart.”
~ Independent Advisor starting own RIA
“You are the only recruiter we’ve ever spoken to who was interested in finding what we were looking for. That required you to listen to us, when we told you we were looking for a new business model. You weren’t just looking to sell us on an opportunity. That’s a unique approach, and it’s also the only one that would ever have worked with us.”
~ Wirehouse team joining a Regional Firm
“Every firm has capabilities and people with good experience and industry knowledge. Not many take time to slow down and listen, develop a personal connection, and make recommendations based on altruism and selflessness.”
~ Advisor joining an RIA
“Diamond Consultants took the time during the due diligence process to fully understand my likes and dislikes, as well as my ultimate goals. They impartially provided the pros and cons of what I was interested in and seamlessly guided my move to independence.”
~ Wirehouse advisor who moved to independence
