• Home
  • About Us
    • Meet the Team
    • Testimonials
  • Services
    • For Financial Advisors
    • For Financial Services Firms
    • For Independent Business Owners
    • Our Process
    • Case Studies
    • Representative Deals
  • FAQs
  • Blog
  • Podcast
  • News/Media
  • Tools/Resources
  • Request Our E-Newsletter
  • Contact Us

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting Firm Diamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Howard Diamond
      • Louis Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Shelley Muzio
      • Laura McGreevy
      • Caryl Felicetta
    • Testimonials
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Mergers and Acquisitions
      • Consulting
    • For Financial Services Firms
      • Recruiting
      • Mergers and Acquisitions
    • Our Process
    • Case Studies
    • Representative Deals
  • FAQs
  • Blog
  • Podcast
  • News/Media
    • Moves in the News
  • Tools/Resources
    • Subscribe to e-Newsletter

Tools & Resources

To help advisors in the due diligence process, we created the following tools and resources, designed to help you to organize your thoughts and evaluate the various options you may be considering. We are happy to assist at any point, without obligation, and help to streamline what can seem like an overwhelming process.

FEATURED RESOURCE

The Landscape of the Wealth Management Industry – 2018 Edition

Landscape of the Wealth Management Industry
Our annual comprehensive and impartial look at the industry landscape—a report that we have published to advisors and firm principals alike for two decades. And this year’s report on The Landscape of the Wealth Management Industry is our largest one yet, outlining the changes, trends and ones to watch in the landscape. It’s specifically designed to educate advisors – of all levels and from all business models – on the industry landscape as it stands today and how it will affect you tomorrow.
LEARN MORE >

Resources for Advisors

The Decision-Methodology Infographic

Strategic Exploration and the Road to Taking Control of Your Professional Destiny

Advisors use our proprietary decision methodology – illustrated in this infographic – to help assess where they’re at, what they want to accomplish, and how they want to get there. Used in tandem with counsel from our top consultants, it’s a powerful resource to help guide you toward your best business life.

DOWNLOAD IT >
The Employee Advisor’s “Gut Check”

Have you had that “feeling in your gut” that says, “I’m not sure that where I am is allowing me to serve my clients best?” Many advisors get stuck at this point, uncertain of how to qualify whether the feeling has any basis in reality. Drawing from our decades of experience in working with advisors just like you, we’ve created the “Employee Advisor’s Gut Check” tool. With it, you’ll be armed with the right criteria by which to evaluate your current firm, as well as any others you may be considering.

DOWNLOAD IT >
The Independent Advisor’s “Gut Check”

Many advisors affiliated with broker dealers find themselves at a point in their careers when they question whether where they are is indeed the right place to best serve their clients. It’s at that same point when you realize that what got you “here” may not get you “there”. That’s why we created the “Gut Check for Advisors at Independent Broker Dealers”—to provide you with benchmarks to evaluate your current broker dealer, as well as any others you may consider.

DOWNLOAD IT >

Other Tools & Resources

In addition to the above, we offer a variety of other tools and resources to help an advisor through different stages of the due diligence process. Please contact us for more information.

Have questions?

We're here to help - with complete discretion and confidentiality.

Send Message
Wondering if there's a better way to serve your clients and your future? Let's talk

Connect with us

Search

© 2019 · Diamond Consultants, Inc. All rights reserved.

  • Home
  • About
  • Services
  • FAQs
  • Blog
  • Podcast
  • News/Media
  • Tools/Resources
  • Contact
  • Our Locations
  • Privacy Policy
  • Site Map