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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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In the News

The Evolving Advisor Podcast: Mindy and Louis Diamond

Posted by Mindy Diamond

August 2, 2020
Mindy Diamond and Louis Diamond Featured
By Jeff Concepcion

In this episode, Jeff, Mindy, and Louis discuss:

• The bedroom floor days of Diamond Consulting and its evolution to the strong advising company they are today.

• What teams and advisors are finding attractive as they explore independence.

• Freedom, flexibility, and control in advising.

• Building a family-based business.

 

Key Takeaways:

• Jettisoning the tried and true transactional recruiting approach and beginning to forge my own approach can make all the difference. Know what is important to you and know what is going on.

• Advisors want to be educated and guided, not sold.

• When thinking of succession, the layout will look different for every advisor depending on what aspects they are willing to cede control of. And there are options for everyone out there.

• Begin with the end in mind. Rise above and work on the business, not just in your business, right from the start.

 

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About Mindy Diamond

CEO – 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. Learn more...

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