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

TruClarity — a ‘Dynasty-lite’ -come-lately with a Y Combinator-type twist — hires Dan Cronin and fellow Fidelity alum Shad Besikof to show its true growth intentions

Posted by Louis Diamond

RIA Biz Financial Advisor News

Louis Diamond Quoted
By Lisa Shidler

After four years of honing its business model, a relatively unknown Tampa, Fla.-based platform for breakaway brokers is adding recruiting muscle to its team in the well-known persons of Dan Cronin and Shad Besikof in order to accelerate its growth.

Yet there are big reasons why there are 18 roll-ups but just a handful of Dynasty-like players, according to Louis Diamond, New York-based principal with Diamond Consultants.

“The business has very slim margins and there are existing formidable competitors [that have established critical mass],” he says. “Smaller ones are popping up but they are Dynasty-lite.”

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About Louis Diamond

President – Someone who “looks at every angle from a strategic perspective.” Sophisticated advisors and business owners alike learn quickly that they’ve found the right person in Louis when seeking counsel and clarity on growth, career management and the ever-changing industry landscape. Learn more...

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