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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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      • Mindy Diamond
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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

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Knowledgebase for Advisors

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

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    It’s Not About the Money (Until it’s About the Money!)
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    The Mysteries of UBS: Deciphering What Drives its Wins and Losses
  • What We Can Learn When Top Advisors Leave Their Firms
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    What We Can Learn When Top Advisors Leave Their Firms
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    Post-Transition Survey: Checking in on Former Edward Jones Advisors Who Recently Moved

The latest from our podcast series for financial advisors

Summit Trail’s Jack Petersen on How Their Blockbuster Break Created a $16B Firm Designed to Serve the Unique Needs of UHNW Clients

The Barclays breakaway discusses his 2015 landmark leap with 5 partners, 3 offices, and $3B in AUM—and how Summit Trail became a $16B enterprise. It’s an in-depth conversation around the evolution of wealth management, growth, and focus—and why “supermarket platforms,” designed to manage tens of thousands of advisors and their clients, make it difficult, if not impossible, to serve the unique needs of sophisticated ultra-high net worth clients. play Listen…

Wells Fargo’s Barry Sommers on Transforming the Wealth Management Experience

This episode exemplifies how the industry and this podcast have evolved: The leader from one of the largest wealth managers in the US offers a candid perspective on the firm. Barry discusses the evolution and direction of Wells and their vision of independence. He shares how the firm compares to its peers, the unique value to high net worth and ultra-high net worth clients, their view on recruiting and the ideal advisor type, the future of the industry, and much more. play Listen…

MORE FROM THIS PODCAST SERIES...

In the News

Former Merrill star manager Oden jumps to HSBC

September 21, 2023 Louis Diamond Quoted by Bruce Kelly Big banks can struggle when they’re trying to figure out a…

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Shirl Penney hands over ‘front end of the house’ to Andrew Marsh as Dynasty does post-$100-million raise, post-IPO withdrawal and post-Schwab partnering reboot

September 21, 2023 Louis Diamond Quoted by Brooke Southall Dynasty Financial Partners hired an RIA coach in April, and now…

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Wells Fargo’s Broker Recruiting Deals Can Hit 400%, Sommers Says

September 19, 2023 Mindy Diamond Cited by Miriam Rozen Barry Sommers, the chief executive officer of Wells Fargo’s Wealth &…

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Transition Announcement: Multiple $1mm+ Producers Depart Edward Jones

In two recently announced moves, Edward Jones advisors decamped for independence with Kestra PWS and Raymond James Financial Services. Even…

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UBS’s Cost Cuts Dampen Brokers’ Expense Budgets

September 14, 2023 Louis Diamond Quoted by Miriam Rozen Field managers at UBS Wealth Management USA have tightened their travel…

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Merrill Team with $353M Book Joins RayJay in FL, Another Shifts to LPL in TX

September 5, 2023 By Karmen Alexander The steady stream of brokers out of Merrill Lynch continues as two teams who…

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Goldman PFM Advisors in Dallas Decamp for Dynasty RIA, Regional B-D Hilltop

September 5, 2023 By Mason Braswell At least four advisors with Goldman Sachs’ Personal Financial Management unit have hit the…

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Transition Announcement: $270mm Merrill Team Sets-Up Independent Practice with LPL

Breakaway Wealth Management is a young, entrepreneurial team that values simplicity and transparency, with a desire to operate independently and…

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RBC makes biggest hire ever with $5.5 billion team from UBS

August 21, 2023 Jason Diamond Quoted By Nathan Place For the second time this month, RBC Wealth Management expanded its…

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Transition Announcement: $5.5B UBS Mega-Team Leaves for RBC

One of the top teams in the industry, led by the largest female advisor at UBS, Leslie Lauer, moves to…

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RBC snags giant $5.5 billion team from UBS in Atlanta

August 18, 2023 By Bruce Kelly The ESOP Group, founded in 1989, specializes in working with business owners on the…

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UBS Loses $5.5 Billion Advisor Team to RBC

August 18, 2023 By Andrew Welsch RBC Wealth Management made its biggest team hire ever, picking up what the firm…

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