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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Home: Leading Financial Advisor Recruiting Firm

Re-imagine your future. The landscape has changed—dramatically. It may be time to get familiar with the new terrain. Learn more... Challenge your assumptions. You may be wondering if there's a better way to serve your clients and your future. And there very well could be. Learn more... Energize your growth. Sometimes it takes a different approach to get different results. The good news is you can move beyond the status quo. Learn more...

Sometimes you need to stop and take an objective view of your business life. Can you enhance the client experience? Gain greater control? Maximize the value of your businesses and optimize growth?

As one of the nation’s top recruiters for financial advisors, we’re known for helping advisors like you dig deep and find the answers to those questions and more.

If you’re ready to make a change, or simply curious, allow us to provide you with unparalleled access to the universe of opportunities and customize a solution to your individual needs. Our guidance is confidential, and without obligation or cost.

Objective guidance and expertise that’s unmatched in the wealth management space

For Financial Advisors

For Independent Business Owners

Knowledgebase for Advisors

Recent news, updates and advice from our blog for financial advisors and business owners.

  • Read More
    My IBD was just sold. Now what?
  • Financial Advisors: Is Now The ‘Right Time’ To Start Exploring Your Options?
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    Financial Advisors: Is Now the ‘Right Time’ to Start Exploring Your Options?
  • From Blinders to Binoculars: Why the Shift to a Longer-Term “Business Owner” Mentality is Driving Movement
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    From Blinders to Binoculars: Why the Shift to a Longer-Term “Business Owner” Mentality is Driving Movement
  • An Open Letter to Edward Jones Advisors
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    An Open Letter to Edward Jones Advisors

The latest from our podcast series for financial advisors

Expert Advice for Non-Protocol Moves: What Advisors at Ed Jones and Other Firms Need to Know

Expert Advice for Non-Protocol Moves: What Advisors at Ed Jones and Other Firms Need to Know

One of the most significant concerns advisors have when making a move – particularly those transitioning without the protection of the Protocol – is the fear of legal retribution from their firm. And while advisors successfully transition out of non-Protocol firms each and every day, doing so comes with added risks. In this episode, attorney David Gehn, whose expertise is in representing advisors in transition, shares actionable advice with Jason Diamond. They explore what advisors from non-Protocol and Protocol firms need to consider when making a move, how to position themselves for a “successful” transition with the highest level of portability and the lowest level of risk, and much more. play Listen…

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

In this annual digest of some of our best interviews of the year, we take a step back to glean the key lessons candidly shared by advisors who demonstrated unstoppable determination and whose stories contained valuable and relatable lessons for all. These recent breakaway advisors and independent business owners share their motivations to consider change; why they chose independence; their ability to serve clients and grow their businesses; and much more. It’s a “best of the best” show—a single episode that offers key insights from the 2021 season of one of the top podcasts for financial advisors. play Listen…

2021’s 10 Most Valuable Lessons from Advisors and Business Owners Key insights shared by some of the top independent advisor interviews curated from the last 12-months of the series
MORE FROM THIS PODCAST SERIES...

In the News

In-Person or Remote: Either Works, but it’s Decision Time

June 27, 2022 Louis Diamond Quoted by Emily Dattilo Ambiguity in a company’s work arrangement policy can lead to lost…

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Mindy Diamond: It’s the Best Time in Years for Advisors to Switch Firms

June 13, 2022 Mindy Diamond Interviewed by Jane Wollman Rusoff Firms are offering quality advisors transition packages “at real high-water…

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Integrated Partners Introduces W-2 Employee Model

June 9, 2022 Louis Diamond Quoted by Diana Britton These employee advisors go through a two-week intensive training program when…

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How a bear market will affect advisors who want to switch firms

June 7, 2022 Wendy Leung Quoted by Jameson Berkow Switching dealers may prove more challenging for advisors amid the threat…

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Integrated Partners to Enter the M&A Business

May 27, 2022 Louis Diamond Quoted by Diana Britton Integrated Partners, a Waltham, Mass.-based hybrid registered investment advisor with $13…

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Raymond James introduces channel No. 4, a user-friendly RIA model after its three current channels — IBD, RIA and captive — make negligible net recruiting advances

May 19, 2022 Louis Diamond Quoted by Lisa Shidler Raymond James Financial prospects far too often in 2021 checked none-of-the-above…

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Transition Announcement: UBS Team with $850mm AUM Goes Independent with Sanctuary Wealth

30-Year Industry Veterans Managing $850mm in Client Assets Leave UBS for Independence with Sanctuary Wealth We’ve been in the business…

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UBS Loses $850 Million Advisor Team to Sanctuary Wealth

April 29, 2022 By Andrew Welsch A UBS advisor team led by two industry veterans has parted ways with the wirehouse to…

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Transition Announcement: $3mm Merrill Team from Philly Launches RIA Firm Presilium Private Wealth

For this team, the pandemic served as an opportunity to reflect on the past and how they could better serve…

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Nearly All Merrill Brokers Expected to Shift to Teams by 2030

April 8, 2022 Jason Diamond Quoted by Jeff Berman Brokers at Merrill Lynch Wealth Management are increasingly shifting away from…

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The Form U5 Is A Powerful Weapon, Part III

April 8, 2022 Louis Diamond Quoted by Jennifer Lea Reed If there is a chance for brokers to influence the…

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$3.5-Mln Merrill Team Launches RIA, LPL Pulls from UBS, Morgan Stanley

April 6, 2022 By Jake Martin Breakaway teams from Merrill Lynch, UBS Wealth Management USA and Morgan Stanley have flown…

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